Using Databook
How to get the most value from the Databook application
By Parth and 2 others3 authors9 articles
My Accounts
How to get the most value from the Databook application
- How to Follow a Company on DatabookFollow companies to and receive customized alerts
- How to Unfollow a Company on DatabookIf you no longer want to track a company, you can unfollow it at any time.
- How to Create an Account List in "My Accounts"Learn how to organize and manage your followed companies by creating custom lists in Databook.
- Introduction to The Account Overview Page in DatabookThe Highlights page showcases key customer insights and is a great starting point to understand your accounts
- How to Update your Notification SettingsKeeping your notifications customized ensures you receive only the updates that matter most to you.
- Understanding Company Snapshot PagesGet instant context on any company — even before it has a full profile available
- Requesting a Company be Added to DatabookTurn a Company Snapshot into a full Databook profile in one click, with automatic import and notification when it's ready.
Conversations and Prompts
Conversations
- How to Share a Conversation in DatabookThis article explains how to securely share a Databook conversation with colleagues who have access to Databook.
- Databook Attachments FAQUpload and analyze files directly in chat—get instant insights from documents and images without copy-pasting or losing context.