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Intro to Navigation Bar
- Getting Started with Searches
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Introduction to New Searches
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Deep Dive into Key Search Filters
- Walkthrough of New Searches & Actions
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Walkthrough of a New Search 1 min
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Understanding Search Results 1 min
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Understanding Search Actions 1 min
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Understanding Match Icons 1 min
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Schedule Searches to Your Inbox 3 min
- Accessing & Researching Accounts
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Accessing Account Details 1 min
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Filtered Booking Set vs Past Bookings 1 min
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Historical Performance Graph 1 min
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Brand Graph 1 min
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Venue Graph 1 min
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Location Type Graph 1 min
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Chain Scale Graph 1 min
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Past Booking Details 1 min
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Estimated Revenue Calculator Overview 3 min
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Contacts / Premium Contact Data 1 min
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Overview Tab 1 min
- Get Notified with Account Alerts
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Introduction to Account Alert 2 min
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How to Set Up An Account Alert 2 min
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How to Manage Account Alerts 2 min
Onboarding: Lesson 1
In this lesson, we guide you through tailoring your prospecting reports, we'll cover accessing account details and configuring alerts to ensure you're always in the know.
In this lesson, you will learn how to:
- Build custom reports
- Use the various filtering options
- Access account details such as booking trends, function details and contacts
- Configure account alerts