In your CRM, you have enrichment that you want to bring into HG Insights, but you’re not sure how to use it?
Find the best practices here.
Source of enrichment
You can use enrichment in your CRM that is from fields on the Account, Contact, Lead, or Opportunity objects.
How to get first-party data into HG Insights
How to pull additional fields to use in the HG Insights platform?
Where to use the first-party enrichment you just pulled
Fields you pull from your CRM into HG Insights can be used in multiple valuable ways:
As a Playbook filter: How to use event filters in your playbook or explore view
As a Copilot column: Views and Playbook columns display
As a Signals display: Customer Fit: Signals + Account & Contact Intelligence
As an Override for fit scoring: Customer Fit: Overrides
As a Data point for a fit model: Ask our support team! support@madkudu.com