Getting Value From Day One: Three Tasks To Get You Started

Modified on Thu, 23 Feb 2023 at 09:31 PM

Welcome to Selligence! 

Here are three tasks for you to complete on Day 1 to start seeing value. 

Task 1: Download the Chrome Extension

Follow this link to download the chrome extension. Click "Add to Chrome." For more information about the Chrome Extension visit the following article.

Task 2: Integrate your Email

You can integrate your email by going into your "Account" settings. For more information on how to set this up visit the following article

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Task 3: Set up Saved Searches

  Setting up saved searches in the News tool can help you automate your business development leads. The News tool brings you Sales Trigger leads based on News from your Bloomberg's and Forbes to local and industry specific news sources. Each news lead has company contacts as well as a link to the Company Spotlight page, where you can find links to socials, CrunchBase, and websites.

  For help setting up your saved searches you can visit the following article. For those accounts with a dedicated account manager, you can reach out to them for a one-on-one training session to help get them set up. 

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