Using the Databook Application
How to get the most value from the Databook application
By Parth and 2 others3 authors19 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.
- Adding Accounts in Bulk and Using Advanced SearchOverview: If you work with many accounts, you no longer need to search for and follow companies one by one.
- Following Accounts and Managing listsLearn how the following accounts and lists work together and how to manage both.
- Upload a CSV to Follow Accounts or Add them to a ListBulk-add accounts with a CSV file and follow them in a few clicks
- Find by Filters (Advanced Company Search)Narrow down companies using filters, then follow them or save them to a list in a few clicks.
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.
- Databook for Public SectorA prompting guide for State, Local, Education, and Federal accounts.
Analytics
How to get insights from Databook analytics
- Tracking Adoption of Your AssetsThis article is for customer admins enabling them to understand how well their published assets are being adopted across their go-to-market team.
- Tracking Adoption of Your CoachesThis page is for customer admins who want to understand how well their coaches are being used across their go-to-market team.
- Interpreting 'Focus on High Urgency Accounts' and 'Uncover White Space Opportunities'Understand what these two Analytics charts measure and how to act on the insights they provide.
Account Settings
How to configure and personalize your Databook experience