Configure your Sherpa Insights Card
- Sherpa Insights provides you with Account Scoring, Company Insights, and Lookalikes inside of HubSpot.
- To have Sherpa Insights, you must first install Sherpa in your HubSpot
How to modify your Company layout to add Sherpa
- Navigate to Settings and in the left navigation bar find Objects -> Companies
- Select the Record Customization tab
- Click on the View that you use for Companies
- In the center panel, click “Add cards”
- When the right panel opens, find and select Sherpa Insights. You can use the search bar to find it.
- Select the Record Customization tab
- Click on the View that you use for Companies
- In the center panel, click “Add cards”
IMPORTANT: Once you check Sherpa Insights, it will be added to the bottom of your center list. There is no confirmation message.
- Drag the Sherpa Insights to the top of your cards, where you can get the insights from Sherpa’s AI and click “Save and exit” at the top of your page.
