My Accounts
How to get the most value from the Databook application
By Parth and 1 other2 authors11 articles
- 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.