Reference – RevOS Documentation & Support

Getting Started
- First steps
  - HubSpot connection
  - Creating first scoring model w. HubSpot
Reference
- User Interface
  - Model Overview Page
- Frequently Asked Questions
  - Security and Networking
- Scoring
  - Numeric Values Scoring
  - Date Values Scoring
  - Boolean / Checkboxes Scoring
  - String Values Scoring
  - Total Score
Scoring Models
- Deal Scoring
  - Customer Profile Fit
  - Engagement Score
  - Timeline Score
- Platform Features
  - Enrichements
  - Filters and Views
- Scoring Types Reference
  - Numeric Values Scoring
  - Date Values Scoring
  - Boolean / Checkboxes Scoring
  - String Values Scoring
  - Total Score
AI Models & Actions
- AI Actions
  - E-Mail Validator
  - First & Last Name detection and enrichment
Profile & Account & Billing
- Profile Management
  - How do I change my profile settings?
  - How do I delete my account?
  - How trial works?
  - How to update billing information & see invoices
Integrations
- Customer Relationship Management (CRM)
  - HubSpot
  - Sync RevOS model data to HubSpot
- Collaboration
  - Intercom
- Enterprise Resource Planning (ERP)
  - Oracle NetSuite
- Reporting (BI)
  - Power BI / Microsoft Fabric
- Product Analytics
  - Amplitude
  - PostHog
- Others
  - WebHooks
  - Google Spreadsheets
  - Freshdesk
  - Jira
  - MySQL
  - Shopify
More

User Interface

What is happening on the main page of the model overview

All questions and answers about the security and data protection in RevOS Platform

How scoring works for numeric values

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How total score is calculated and how colours are assigned