Ivana
Activity overview
Latest activity by Ivana-
Ivana created an article, Assigning a Company
Overview Assigning companies in the Sales Companion web app helps allocate accounts to teams or individuals efficiently. This guide explains how to assign companies using different methods. Steps...
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Ivana created an article, Assigning a Persona
Overview Assigning a persona in the Sales Companion web app allows teams to use predefined personas for filtering within the Companion Chrome Extension. This guide will walk you through the steps t...
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Ivana created an article, Using AI Search on Sales Companion
Overview AI Search is a powerful feature within the Sales Companion Chrome Extension that allows you to filter companies using natural language. It is available on both the Dashboard and the Assign...
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Ivana created an article, Using Assigned Companies in Sales Companion
Overview The Assigned Companies feature in Sales Companion provides a list of companies a sales user is responsible for, based on company assignment rules in the platform. This list is accessible i...
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Ivana created an article, Company Profile Widget - Sales Companion
Overview The Company View feature in the Sales Companion Chrome Extension provides a comprehensive overview of a company you are interested in or assigned to by your admin. It allows you to view es...
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Ivana created an article, Using the Industry Filter to build your Target Market
The Industry Filter allows you to refine your search to target specific industries. You can select industries from the picklist or use the Industry Clasification Code (NAICS). How It Works Indus...
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Ivana created an article, Using Companion over Sales Navigator
Use Sales Companion Chrome Extension on Sales Navigator to export lists of prospects or companies to your integrated CRM or a CSV file. Loading a list Go to the list on Sales Navigator that you...
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Ivana created an article, How to Create and Assign Personas in Sales Companion
Creating a Persona Navigate to Personas from the main menu. Click Create Persona or click on the 'New' button. Enter a name for the persona (e.g., "UK Tech Decision Makers"). Define filters...
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Ivana created an article, How does Cognism obtain and verify Data?
At Cognism, we use a multi-layered approach to collect, verify, and maintain high-quality B2B data. Our process ensures accuracy, compliance, and reliability, making our data the most trusted in th...
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Ivana created an article, How to add users and teams on Sales Companion
Adding New Users 1. Navigate to Settings 2. Click User Management 3. Click Add User, input the email address and assigned role for each new user and Complete 4. The new user(s) will receive an emai...