Sales place template reference

Sales place templates include tiles for information used to plan and close deals, including integrations with Salesforce.

Place Template Tiles Features Default Type Default Tags
Sales Home

Popular Content

Key Content and Places

Video (External)

Featured Content

Featured People

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Status Updates (in groups only)

Public sales
Sales Answer Desk

Popular Content

Helpful Links

Featured People

Action Items

Recent Decisions

Videos

Discussions

Blogs

Documents

Projects

Public questions, sales
Deal Room Generic

Leaderboard

Popular Content

Action Items

Finalized Content

Key Dates

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Status Updates (in groups only)

Public deal_room, win
RFP Workgroup

Key Dates

Popular Content

Finalized Content

Leaderboard or Top Participants

Key Content and Places

Gauge

Documents

Discussions

Status Updates (in groups only)

Projects

Private request_for_proposal, rfp
Competition

Featured People

Leaderboard

Featured Content

Popular Content

Key Content and Places

Documents

Discussions

Blogs

Status Updates (in groups only)

Projects

Private (unlisted) competition
Customer 360

Gauge

Featured Content

Helpful Links

Featured People

Key Dates

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Status Updates (in groups only)

Public