This course is for managers and contributors ready to go beyond the basics to dive deeper into their customer data. Level up your analysis by learning how to leverage views, fields, and all kinds of customer data in projects.
Learn about other types of data you can bring into Dovetail.
Learn how you can connect Dovetail to your existing tool stack seamlessly.
Learn how to organize project data consistently with fields.
Learn how to customize projects and views for notes, highlights and insights.
Learn how to organize, group and merge related tags in a project.
Apply what we've learned to segment customers and drill down on their needs with fields and tags.