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v1.0
Pocus
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v1.0
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Taking Action in Pocus
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Introduction
What is Pocus?
Platform overview
🔮 Pocus 101 User Guides
Getting started with Pocus AI
AI Strategy from the Chrome Extension
AI Strategy
AI Alerts
AI Email Generator
Send AI Email to Your SEP
Inbox
Lists
Pocus List Library
Building Lists with Pocus Enriched Data
Search
Navigating Pocus
Filter Deep-Dive
SmartMap
Identity Resolution
📚Resource Library
How-To Videos
How To Videos for Reps
How To Videos for Admins
How To Videos for Managers
👩💻 Past Webinars
Past Webinars
🛠️ HOW TO SETUP
Configuring the Company Profile
Goals
Playbooks
Triggers - Playbook Workflow
Surface in Inbox
Slack Alerts
Automate via Tech-Touch
Version Control for Playbooks
Playbook Directory
Branching Logic
Playbook Launch Process Best Practices 🚀
Drilldowns
Drilldown Overview Sections
Drilldown Tabs
People Tab
SmartMap Configuration
Signals
Scores
Score Calculation Deep Dive
Actions
Salesforce Actions
Update Salesforce
Update Contact
Hubspot Actions
Reverse ETL
Google Slides
Update a Google Sheet
Webhooks
Snooze
Internal Variables
Apollo Actions
Outreach Actions
Salesloft Actions
Playbook Actions - Mark Done ✅ / Disqualify ❌
User Management
Routing
Audit Logs
Permissions
Okta SSO
Okta SCIM
Team Management
Okta Custom User Attributes
Bombora Intent Data
Frequently Asked Questions
Setting Gmail as Your Default Email Client
🧢 Leadership
Coaching
Playbook Performance Reporting
Opportunity & Usage Reporting
User Activity Reporting
Opportunities Reporting
Playbook and Lists Usage Reporting
📊 BUILDING YOUR DATA HIERARCHY
Data Refresh
Creating Objects & Associations
Data Sources
Querying Hubspot
Querying Salesforce
Querying with SQL
Querying Google Sheets
Fields
Pocus Enrichment Fields
Custom Expressions - Pocus Query Language
🔗 INTEGRATION GUIDES
Snowflake
Pocus Data Share Reference
BigQuery
Redshift
Postgres
Athena
Databricks
S3 (via Pocus-owned service account)
Hubspot
Salesforce
How to embed Pocus within Salesforce
Outreach
Gong
Clari Groove
Apollo
Salesloft
GSuite
Slack
Website Visitors
RB2B Integration: Person-level Website Visitors
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Taking Action in Pocus
Updated about 1 year ago
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