Product Insider | Q4 Release 2 | 2023

All users can create up to 6 Personas according to their criteria. Personas can be used in Search to quickly filter prospects. You can also quick filter the contacts at a company on the company page allowing you to quickly narrow down employees at a company which match your created Personas. You can minimize time spent identifying important contacts by leveraging standardized personas.

• In Search, expand the Persona filter in the filter panel.

• Click + Create New and select filters to create your Persona.

• Learn all about Personas and how to use them…

Billing Plan Required:

All

User Role Required:

All

This feature allows you to set up your own third party SAML 2.0 single sign-on authentication method, or if you’re an Azure user, IdP-initiated single sign-on with Azure. Admins can streamline the user management process by configuring Azure SSO or Custom SAML 2.0 SSO.

• Head over to Settings and click Single Sign-on.

• Click Configure (Select Azure or Custom depending on which service you’re using).

• Follow this guide to configure Azure or this guide to configure a custom SSO.

Billing Plan Required:

Diamond

User Role Required:

Admin

You now have capability to export the dashboard and its reports in various formats, access information such as the last user login date, see a current month filter for the User Activity report and other enhancements.

• Click the download button in the dashboard and you will see an option to download in PDF or CSV format.

• Within the User Activity Dashboard, you can filter by the current month and view users' last login date.

• Learn all about the Usage Dashboard…

Billing Plan Required:

New Edition

User Role Required:

Admin