Njord DOE Knowledge Base

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• Explore an account's details

  Account Details brings together one company's profile, activity, people and deals. Open Accounts, then select a company name.

• Find and manage accounts

  An account is a company your team tracks in DOE. Open Accounts to find a company, check who owns it or review the people and opportunities connected to it.

• Editable account fields

  The Account Details card is the account metadata panel. Use it to review and edit firmographics, ownership, links, status, fit, and operational fields.

• Account Details overview

  The Account Details overview summarizes one company before you inspect deeper sections.

• Account list and summary cards

  The Accounts list is the fastest place to scan the companies in your workspace. Use it to understand the account mix, prioritize rows, and open account details.

• Deals, events and activities

  Deals, Events, and Activities connect account signals to commercial execution and record history.

• Import, filters, search and export

  Use import when you need to bring CRM account records into DOE. Use search and filters when the Accounts table has more rows than you can scan.

• Import accounts

  Use Import on the Accounts list when you need to bring company records into DOE from a connected CRM.

• Inline and bulk updates

  Accounts can be updated directly from the table or in bulk after selecting multiple rows. Use inline updates for one account.

• Signals and stakeholders targeting map

  Signals and the Stakeholders Targeting Map help you understand what happened at the account and which people are showing media activity.

• Stakeholders and ad targeting

  Manage Stakeholders and Ad Targeting explain who is connected to an account and how that account is configured for campaign targeting.

• Review campaigns and ads

  Open Ad Library to find a campaign, see the ads inside it and inspect the message, image or video used in an ad.

• Ad details

  Ad Details is the single-ad review page. Use it when a campaign or ad metric needs the actual message behind it: the destination link, title, ad copy, and…

• Ads listing

  Ads Listing shows the ads inside one selected campaign. Use it after you find a campaign row and need to compare the actual ads that produced the campaign…

• Campaign and ad creation

  Campaign and ad creation actions appear only when the workspace, source, and user role allow them.

• Creative previews

  Creative previews let you inspect the image, video, or provider preview behind an ad without losing the campaign review context.

• Individual targeting campaigns

  Individual Targeting in Ad Library shows campaign-level evidence for ads that DOE tracks through the Individual Targeting source.

• LinkedIn campaigns

  LinkedIn in Ad Library shows campaign evidence from the LinkedIn source.

• Ad Library metrics, dates, and exports

  Ad Library pages use the same basic pattern as Reports: choose the source and period, narrow by status, sort the table, open the row, and download only when…

• Fix sign-in problems

  Fix account, verification, security-code, Google, company SSO, session and workspace access problems without creating a duplicate account.

• Company SSO

  Sign in with company SSO and manage enterprise setup, ownership, invitations, provisioning, workspace roles, onboarding and offboarding.

• Create and verify your DOE account

  Use this page when you have been invited to DOE and need to create your account for the first time.

• Reset your DOE password

  Use this page when you sign in with a DOE password and cannot remember it.

• Google sign-in

  Use Google sign-in with the Google account whose email was invited to DOE.

• My profile and password

  Use My Profile to update your visible profile details, view your account email and change your DOE password.

• Get access and sign in

  Use the work email your organization invited to DOE. Your team may ask you to use a DOE password, Google or its company sign-in service.

• Profile, settings and theme

  Use the profile menu to change your visual theme, open your profile, open settings where your role allows it, or sign out.

• Sign in with email, password and code

  Sign in to a verified DOE account with your work email, DOE password and the emailed security code required by default.

• Sign out safely

  Use this page when you are done working in DOE, when you are using a shared device, or when support asks you to start with a fresh session.

• Workspace access problems

  Use this page when sign-in works, but DOE does not show the workspace, page, feature or data you expected.

• Switch between your data and the team's data

  Use the data menu in the sidebar to view your assigned work, the wider workspace or a selected teammate's records on pages that support this control.

• Explore a deal's details

  Deal Details brings together one opportunity's forecast, people, activity and checklist. Open a deal from Land, Expand or its linked account.

• Find and review deals

  A deal is a sales opportunity connected to a company. Use Land and Expand to find opportunities, review progress and update the fields your team uses for its…

• Deal Details overview

  Use Deal Details when a list row is not enough. The page connects opportunity identity, Product Interest Fit, media metrics, targeting channels, editable…

• Deal events and activities

  Use Events for meetings and notes connected to the deal. Use Activities for the audit trail of deal changes.

• Expand deals

  Use Expand when the opportunity is about growing an existing relationship.

• Deal filters, search and pagination

  Use Quick Search when you know the deal or account text. Use Filter when you need to narrow the list by opportunity properties.

• Deal inline and bulk updates

  Deals can be updated from the table when the user has permission. Use inline controls for one row and Bulk Update for several selected deals.

• Deal list and stage cards

  The Deals list is the fastest place to scan Land or Expand pipeline. It shows stage totals above a wide table of opportunity fields.

• Manage deal stakeholders

  Manage Stakeholders controls which people are assigned to the deal, which people from the linked account are available, and whether stakeholder targeting or…

• Deal signals and ad preview

  Signals explain what recent account or stakeholder behavior supports the deal. Use them before changing forecast status or preparing outreach.

• Deal stakeholder maps and checklist

  Use stakeholder maps to understand buying-committee coverage and use the checklist to track activation readiness.

• Work with events and meeting notes

  An event records a meeting, call, note, email or other activity in DOE.

• Impact cards

  Impact cards are the fast summary at the top of Signals & Insights. They show whether DOE is reaching accounts and stakeholders, and whether activity is…

• Find useful activity in Signals & Insights

  Open Insights to see recent activity from companies and people your team follows. Start here when you want to know who has been active and what to look at next.

• Account breakdowns

  Account breakdowns show the shape of your target list. They group targeted accounts by business attributes such as account status, target group, industry, fit…

• Signals on mobile

  On mobile, Signals & Insights is designed for quick review. The same business meaning applies, but the layout is tighter and the workflow should be simpler.

• Compare personal and team insights

  Insights can change when you switch between your assigned work and the wider team view.

• Signal rows and actions

  Signal rows are the actionable lines inside the Signals feed. A row tells you what happened, who or which company it relates to and which actions are available.

• Signals feed

  The Signals feed is the live activity stream inside Signals & Insights. It is the best place to see what changed recently and decide which record to open next.

• Top engagements

  Top Engagements turns activity into ranked lists. Use it when you do not want to scan every signal and need to know which accounts or stakeholders deserve…

• Website leads and identified traffic

  Website Leads are identified companies that visited your website but are not currently target accounts in DOE.

• Website traffic detail

  Website traffic detail helps you understand what one company did on your website. Use it after opening a Website Visit signal, a Website row, or a Website Lead.

• Live signal alerts

  Live signal alerts surface recent account and stakeholder activity so you can decide what deserves attention now.

• Mobile app guide

  DOE supports mobile use through the mobile shell and responsive web views. This guide explains mobile-specific behavior users and support teams need to know.

• Choose an AI shortcut

  AI shortcuts are guided prompts for common DOE jobs. They help users ask consistent questions without building the prompt from scratch.

• Ask a question with Njord AI

  Njord AI is the assistant inside DOE. Use it to summarize an account, explain recent activity or prepare information for a meeting.

• Open and start a chat

  Open Njord AI when you want to ask DOE a direct business question. You can use it from the Njord AI page, the app sidebar, a signal, or a shortcut.

• Manage chats

  Chats are how Njord AI keeps work organized. A chat should usually contain one customer, one question path, or one decision.

• Fix a stuck answer

  If Njord AI takes too long, stops early, or answers the wrong thing, you can usually fix it by stopping, retrying, narrowing the prompt, or starting a clean…

• Full analysis and follow-ups

  The first Njord AI answer is often a starting point. Use follow-ups to narrow, expand, reformat, or verify it.

• Use Njord AI on mobile

  Njord AI works on mobile for quick checks, signal review and short summaries. The same core workflow applies, but the screen shows fewer controls at once.

• Choose model and reasoning

  Njord AI may show a model picker and reasoning choices. These controls affect how the assistant works through a question.

• Ask better questions

  Njord AI gives better answers when your question has a clear subject, time range and requested output.

• Use record pickers and filters

  Select the exact accounts, stakeholders, or deals Njord AI should use, then narrow long pickers with search and filters.

• Read, export and give feedback

  Njord AI answers can include plain text, tables, cards, suggested follow-ups, full analysis and export options.

• Attach records and time range

  Context tells Njord AI what your question is about. The right context turns a broad prompt into a useful answer.

• Use signals in Njord AI

  Signals show recent activity, and Njord AI helps you understand what that activity might mean.

• Stop, retry and queue questions

  Stop, Retry and queued questions let you control Njord AI while it is answering.

• Set up your profile and workspace

  Use this page after your first successful sign-in, when DOE asks you to finish your profile or choose a workspace.

• Find your way around DOE

  Use the sidebar to move between your company's records, recent activity and performance reports.

• Profile and create space

  This article explains the profile and workspace setup flow: completing a user profile, managing My Profile, changing local passwords, and creating a DOE…

• Decide which deals to review with Quick Win

  Quick Win arranges deals by how likely they are to close and how soon they may close. Use it to plan a pipeline review and spot missing forecast details.

• Quick Win board and zones

  The Quick Win board is a two-axis deal prioritization view. It uses probability on the vertical axis and close timing on the horizontal axis.

• Quick Win deal cards and preview

  Quick Win deal cards give a compact view of a deal inside the prioritization board. Clicking a card opens a preview dialog without leaving Quick Win.

• Quick Win missing forecast data

  The Deals rail on the right side of Quick Win lists opportunities that cannot be placed on the board because forecast data is incomplete.

• Report directory

  Choose the report that answers your question. Targeted accounts are companies in your target list; non-targeted accounts are identified companies outside that…

• Find the right report

  Open Reports when you need to compare companies, people or deals using detailed performance tables.

• Augmented retargeting

  Augmented Retargeting helps users review non-targeted companies with media activity before adding them to targeting or excluding them from the candidate list.

• Report dates, filters, and exports

  Most Reports pages use the same pattern: choose the period, narrow the rows, sort the table, inspect a row, and download only when the view is correct.

• Deal Product Interest Fit

  Deal Product Interest Fit shows active deals with Product Interest Fit context.

• GEO targeting

  GEO Targeting shows target-account activity connected to location-based targeting. Use it when geography or territory coverage matters.

• Account individual targeting

  Account Individual Targeting shows target accounts with activity from people-targeted media.

• IP targeting

  IP Targeting shows target-account activity connected to IP-based targeting. Use it as company-level evidence, not as proof that a specific person engaged.

• LinkedIn

  The LinkedIn report shows account-level LinkedIn media activity for target accounts.

• Media impact movements

  Media Impact Movements shows stakeholders who newly moved into reached, aware, or engaged states.

• Media summary

  Media Summary shows media performance at the account level. Use it when you need to understand which target accounts received media, clicked, had website…

• Non-targeted website performance

  Non-targeted Website Performance shows companies that visited tracked website pages but are not currently target accounts.

• Product Interest Fit

  Product Interest Fit ranks target accounts by how strongly they match the workspace's fit setup and available engagement evidence.

• Report data freshness

  Use this page when a report number does not exactly match an Insights card, export, linked account, stakeholder, website record, or deal.

• Stakeholder individual targeting

  Stakeholder Individual Targeting shows person-level engagement from individual targeting.

• Targeting summary

  Targeting Summary is the first report to open when you want the big picture for target accounts.

• Website performance

  Website Performance shows website visits from known target accounts. Use it when a target account appears to be researching your site and you need the row…

• Explore a stakeholder's details

  Stakeholder Details brings together one person's profile, linked company, advertising activity, events and deals.

• Find and manage stakeholders

  A stakeholder is a person connected to an account or deal. Open Stakeholders to find someone, review their role and activity, or update their record.

• Stakeholder activities

  Activities is the side drawer for stakeholder change history. Use it when you need to explain how a stakeholder field, CRM link, type, traffic light, or…

• Stakeholder ad targeting

  Ad Targeting shows whether a stakeholder is currently included in individual targeting and records the targeting window.

• Stakeholder events and deals

  Events and Deals connect a stakeholder to commercial activity. Use them to see where the person has appeared in meetings, notes, follow-ups, and opportunity…

• Stakeholder import, filters, search and export

  Use Import when you need to add stakeholders from a file or connected CRM. Use Quick Search when you know the person or account text.

• Import stakeholders

  Use Import on the Stakeholders list when you need to add people from a file or from a connected CRM.

• Stakeholder inline and bulk updates

  Stakeholder rows include editable fields for common cleanup and targeting tasks. Use inline edits for one person.

• Stakeholder list and summary cards

  The Stakeholders list is the fastest place to scan people in your workspace.

• Stakeholder media impact and engagements

  Media Impact shows person-level ad engagement evidence. Use it to understand whether a stakeholder has been reached, aware, or engaged before planning…

• Stakeholder profile and linked account

  Profile explains the person record. Linked Account explains the company context behind that person.

• Stakeholder Details overview

  Open Stakeholder Details when the list row does not provide enough context.

• Get started in DOE

  DOE brings your team's companies, contacts, deals, and customer activity into one workspace.

• Review meetings and activity in timeline

  Open Timeline to see calls, meetings, notes, emails and other recorded activity in date order.

• Create events

  Create Event lets users manually log activity on the Timeline. Use it for calls, notes, messages, meetings, or other activity that should be visible in the…

• Timeline event cards and details

  Timeline event cards summarize activity without opening a separate details page.

• Timeline feed, filters, and empty states

  The Timeline filters decide which events appear in the feed. Set the broad scope first, then narrow to account, deal, stakeholders, or team members only when…

• Schedule meeting note taker

  Schedule meeting note taker prepares DOE to capture a future meeting. Use it when a meeting has a link and should produce a Timeline meeting-note record.

• See which companies visit your website

  Open Website to review identified company visits, see the pages viewed and check whether a visitor is already in your target list.

• Website account list and filters

  The Website account list is the left panel on the Website page. It helps you choose which identified company to review and narrow the list by type, time,…

• Identified traffic dashboard

  The Identified Traffic dashboard is the right side of the Website page when no company detail is selected.

• Website metrics, dates, and privacy

  Use this article when Website numbers look confusing, when you need to compare Website with Reports, or when you are preparing a follow-up from website…

• Targeted vs non-targeted website visitors

  Website separates identified visitors into targeted and non-targeted companies. This matters because the next action is different for each group.

• Visit history and page paths

  Click a company in Website to open its visit history. This view helps you understand what one company did on the site before deciding whether the activity…