Help Articles
 
Discover practical assistance in our help articles, offering clear step-by-step instructions.
Prepping for a Successful Sales Blitz
Prepping for a Successful Sales Blitz
Identify your local target accounts with Knowland's help!
In-App User Management
In-App User Management
Learn how to manage users through Team Management in the Knowland platform.
Managing your Competitive Sets
Managing your Competitive Sets
Use Property Set Manager to build more effective Comp Sets that give you visibility into a greater pool of competitors and business opportunities.
Usage Report
Usage Report
The Knowland Usage Report displays your team’s usage of the Knowland platform and helps you measure productivity.
usage
How To Use Market Segmentation
How To Use Market Segmentation
Evaluate performance of your property relative to that of other competitors in a market.
market segmentation
Automate your Knowland Searches
Automate your Knowland Searches
Don't have time? find out how you can schedule any of your searches directly to your inbox.
My Market Activity in SmartSearch
My Market Activity in SmartSearch
This default search shows what Accounts met in your market in the last 90 days.
Exporting with Knowland
Exporting with Knowland
Want to export data from Knowland? Click to learn about all the way you can export data within the software.
Customize your Knowland Dashboard
Customize your Knowland Dashboard
Customizable Dashboard allows you to resize and/or move the widgets to a layout that fits your workflow.
Account Loyalty Widget
Account Loyalty Widget
Use this widget to keep a close eye on your key accounts by seeing who is cheating on you.
New to Market Widget
New to Market Widget
See what new accounts have recently met within a market.
Account Sets
Account Sets
Account sets are a way to organize accounts you want to follow in the Knowland platform.
Account Owners and Notes
Account Owners and Notes
The Account Owner tool works together with several dashboard widgets to provide additional analytics on accounts you want to grow.
Portfolio Capture
Portfolio Capture
Market Snapshot
Market Snapshot
Estimated Revenue Calculator
Estimated Revenue Calculator
Maximize revenue by better understanding the potential revenue for an individual booking as well as total account value.
Comp Set Key Account Recap Report
Comp Set Key Account Recap Report
Compare account activity within your comp sets between 2 years.
Premium Contact Data (PCD)
Premium Contact Data (PCD)
What is Premium Contact Data?
Premium Contact Data Contacts PCD
Daily Meeting Space Mix
Daily Meeting Space Mix
See at a glance what is driving market share among your competitors.
New to Market Widget
New to Market Widget
See what new accounts have recently met within a market
4 Min
Recent Accounts Widget
Recent Accounts Widget
Quickly navigate to an account you recently viewed.
1 min
Top Usage Widget
Top Usage Widget
Quickly identify the top 3 users on your team.
1 min
Property Status Changes Widget
Property Status Changes Widget
View property data collection changes within the past 30 days for the selected location.
2 min
Top Opportunities Widget
Top Opportunities Widget
Get a prioritized list of potential accounts to target when booking within an upcoming period.
2 min
Usage Report
Usage Report
The Knowland Usage Report displays your team’s usage of the Knowland platform.
4 min
Viewed Accounts Tracker
Viewed Accounts Tracker
2 min
Daily Meeting Space Mix
Daily Meeting Space Mix
See what drives market share among your competitive sets.
3 min
Knowland Premium Contact Data
Knowland Premium Contact Data
Learn more about contact information.
3 min
Knowland Dashboard
Knowland Dashboard
Resize and move the widgets to a layout that fits your workflow.
1 min
Benchmarking Usage Widget
Benchmarking Usage Widget
See how your team ranks in terms of usage against other teams across Knowland.
1 min
Account Owners
Account Owners
Learn why and how to assign Owners to Accounts within the Knowland Platform!
Account Alerts
Account Alerts
Account Alerts are a convenient way to keep tabs on your key accounts, track your lost business or see if a group you thought you had locked down is secretly cheating on you with a competitor.
6 min
Onboarding Course
Onboarding Course
Your one stop shop to getting started with Knowland!
4 Courses
Knowland's Market Snapshot
Knowland's Market Snapshot
Get to know Knowland’s Market Snapshot tool with an overview, description of the features, and examples of workflows to help you get a unified view of your market's performance.
16 min
Knowland Portfolio Capture
Knowland Portfolio Capture
Get to know Knowland’s Portfolio Capture tool with an overview, description of the features, and examples of workflows to help you get a unified view of your portfolio’s group business capture.
19 min
[On-Demand Webinar] Say Hello to Knowland Account Alerts 9.26.23
[On-Demand Webinar] Say Hello to Knowland Account Alerts 9.26.23
In-App Password Reset Tool
In-App Password Reset Tool
Easily update your password from within the Knowland platform.
1 min
[On-Demand Webinar] Building Effective Competitive Sets in Knowland | 09.22.21
[On-Demand Webinar] Building Effective Competitive Sets in Knowland | 09.22.21
[On-Demand Webinar] Mining for Q1 Corporate Kick-Offs 10.12.23
[On-Demand Webinar] Mining for Q1 Corporate Kick-Offs 10.12.23
kickoff corporate
[On-Demand Webinar] Meet the Estimated Revenue Calculator| 12.16.21
[On-Demand Webinar] Meet the Estimated Revenue Calculator| 12.16.21
estimated revenue calculator
[On-Demand Webinar] Prospecting with Purpose by Master Connection Associates| 02.09.22
[On-Demand Webinar] Prospecting with Purpose by Master Connection Associates| 02.09.22
[On-Demand Webinar] Introducing Comp Set Calendar Notifications 11.8.23
[On-Demand Webinar] Introducing Comp Set Calendar Notifications 11.8.23
[On-Demand Webinar] Begin Prospecting for Holiday Parties 8.9.23
[On-Demand Webinar] Begin Prospecting for Holiday Parties 8.9.23
party christmas gala holiday
Weekly Comp Set Calendar
Weekly Comp Set Calendar
See at a glance which accounts have been to your comp sets in a weekly calendar view.
8 min
Estimated Revenue Calculator
Estimated Revenue Calculator
Maximize revenue by better understanding total account value.
33 min
Property Set Manager
Property Set Manager
Your one-stop-shop to building & managing Competitive Sets in Knowland.
7 min
Create Searches
Create Searches
Go in depth on the different filters available on the SmartSearch tool.
32 min
In-App User Management
In-App User Management
Learn how to manage users through Team Management in the Knowland platform.
2 min
Schedule Searches
Schedule Searches
You can get all the information you're looking for delivered directly to your email inbox - saving you valuable time!
3 min
My Profile
My Profile
Easily manage your assigned accounts, searches and more directly from within the platform.
14 min
Understand Search Results & Actions
Understand Search Results & Actions
A step by step look at the search results page and the type of actions you can take.
30 min
Account Loyalty Widget
Account Loyalty Widget
Keep tabs on your top accounts using this widget!
3 min
Account Profile
Account Profile
Access group booking trends, revenue potential, contacts and more.
16 min
STS
STS
How to Self-Report with STS
EMS-Accruent
EMS-Accruent
How to Self-Report with EMS-Accruent
iVvy
iVvy
How to Self-Report with iVvy
Northstar
Northstar
How to Self-Report with Northstar
Opera Cloud
Opera Cloud
How to Self-Report with Opera Cloud
Opera Sales & Catering
Opera Sales & Catering
How to Self-Report with Opera Sales & Catering
Event Temple
Event Temple
How to Self-Report with Event Temple
Delphi Legacy
Delphi Legacy
How to Self-Report with Delphi Legacy
Delphi FDC
Delphi FDC
How to Self-Report with Delphi FDC
Marriott CI/TY
Marriott CI/TY
How to Self-Report with Marriott CI/TY
Infor SCS
Infor SCS
How to Self-Report with Infor SCS
Tripleseat
Tripleseat
How to Self-Report with Tripleseat
Amadeus Event Classifications
Amadeus Event Classifications
How to Update the Posting Status for Event Classification in Amadeus
Onboarding: Lesson 3
Onboarding: Lesson 3
In this lesson, we focus on Knowland’s SmartSearch feature and how to use it to increase productivity in your sales activities and as a key part of your business development practice.
54 min
Onboarding: Lesson 2
Onboarding: Lesson 2
In this lesson, we focus on monitoring your existing clients and the accounts you most want to win so that you can have the best intel to score RFPs, grow repeat business, and make the best sales strategy for each account.
26 min
Onboarding: Lesson 1
Onboarding: Lesson 1
This lesson is about configuring your Knowland platform so that you can log in and begin monitoring your competitors.
12 min
Onboarding: Lesson 4
Onboarding: Lesson 4
In this lesson, we focus on strategic ways you can use Knowland to strengthen your business development processes and the administrative tools that are available to you.
15 min
Onboarding: Lesson 3
Onboarding: Lesson 3
In this lesson, we focus on Knowland’s SmartSearch feature and how to use it to increase productivity in your sales activities and as a key part of your business development practice.
54 min
Onboarding: Lesson 2
Onboarding: Lesson 2
In this lesson, we focus on monitoring your existing clients and the accounts you most want to win so that you can have the best intel to score RFPs, grow repeat business, and make the best sales strategy for each account.
26 min
Onboarding: Lesson 1
Onboarding: Lesson 1
This lesson is about configuring your Knowland platform so that you can log in and begin monitoring your competitors.
12 min
Onboarding: Lesson 4
Onboarding: Lesson 4
In this lesson, we focus on strategic ways you can use Knowland to strengthen your business development processes and the administrative tools that are available to you.
15 min
Onboarding: Lesson 3
Onboarding: Lesson 3
In this lesson, we focus on Knowland’s SmartSearch feature and how to use it to increase productivity in your sales activities and as a key part of your business development practice.
54 min
Onboarding: Lesson 2
Onboarding: Lesson 2
In this lesson, we focus on monitoring your existing clients and the accounts you most want to win so that you can have the best intel to score RFPs, grow repeat business, and make the best sales strategy for each account.
26 min
Onboarding: Lesson 1
Onboarding: Lesson 1
This lesson is about configuring your Knowland platform so that you can log in and begin monitoring your competitors.
12 min
Onboarding: Lesson 4
Onboarding: Lesson 4
In this lesson, we focus on strategic ways you can use Knowland to strengthen your business development processes and the administrative tools that are available to you.
15 min