Njord DOE Knowledge Base

Browse all Knowledge Base guides

• 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.

• Deal Detail journey

  Step-by-step guide to the DOE Deal Detail page, including header, PIF, signals, deal fields, stakeholders, events, activities, and Njord AI.

• Find and manage deals

  Use the Deals list to review Land and Expand opportunities, understand stage cards, create deals, filter/search, and update rows safely.

• Deal details card

  Guide to the DOE Deal Details card fields, remarks, ownership, stage, value, and close-date context.

• Deal events

  Step-by-step guide to the DOE Deal Events timeline, create event, note taker, notes, transcripts, and filters.

• Expand deals

  Explains the Expand Deals view and the expansion stage cards for growth opportunities.

• Filter deals

  Explains the Filter button, Filter Deals modal, and how users should apply structured deal filters.

• Deal inline and bulk updates

  Explains one-row Deal updates, dropdowns, date picker, row selection, and bulk update behavior.

• Deals overview

  Explains the Deals list layout, toolbar, stage cards, table, and correct reading order.

• Manage stakeholders

  Step-by-step DOE guide for managing deal stakeholders, including action buttons, modals, tabs, columns, ad preview, and selected-row actions.

• Signals on a deal

  Explains the Deal Detail Signals panel, signal actions, and filters, with Ad Preview kept under stakeholder table actions.

• Stakeholder maps and checklist

  Understand deal stakeholder targeting map, traffic light, checklist progress, and supporting videos in DOE.

• 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.

• Start with Accounts

  Start with the Accounts area and follow the recommended order for overview, cards, actions, filters, search, table controls, bulk actions, and pagination.

• Accounts overview

  Use the Accounts page, including summary cards, actions, filters, search, table columns, bulk actions, and pagination.

• Account summary cards

  Use account summary cards to narrow the list quickly.

• Accounts pagination

  Use page numbers and the rows-per-page selector on the Accounts table.

• Add account

  Shows how to manually add an account.

• Import accounts

  Explains the Accounts import menu.

• Export accounts

  Explains exporting accounts to XLSX.

• Search accounts

  Explains the Quick Search control on Accounts.

• Filter accounts

  Use the Accounts filter modal without confusing it with table dropdowns.

• Add, import, and export accounts

  Add one company manually from the Accounts page.

• Account table columns

  Explains each Accounts table column.

• Bulk actions

  Update, delete, export to CRM, or deselect selected account rows.

• Selection and bulk actions

  Select accounts for bulk update, delete, or CRM export.

• Table dropdowns and row actions

  Use row-level dropdowns and actions in the Accounts table.

• Account header

  Explains the Account Detail header.

• Header actions: CRM and Activities

  Explains account header CRM and Activities actions, including the opened CRM modal, activity drawer, and activity filter modal.

• Connect account to CRM

  Shows how the Account Detail header connects an account to CRM.

• Breadcrumb and page location

  Explains the Account Detail breadcrumb.

• PIF and performance cards

  Explains the Account Detail PIF and top performance cards.

• Live signals on an account

  Explains the account Signals panel, signal filters, and how to interpret account activity evidence.

• Stakeholders Targeting Map

  Explains the Stakeholders Targeting Map on Account Detail.

• Account details card

  Review and edit company-level account metadata.

• Ad targeting settings

  Explains account-level ad targeting settings.

• Deals panel

  Explains the Deals panel on Account Detail, including All Stages filtering, the Filter Deals modal, and Quick Search.

• Events on an account

  Events is the account timeline for meetings, scheduled note-taking, call notes, AI summaries, transcripts, and follow-up context.

• Activity sidebar

  Explains the account Activity sidebar and its filter modal.

• Manage Stakeholders

  Explains account Manage Stakeholders table actions, add and import workflows, export, filters, table columns, and row-level Ad Preview.

• AI section

  Learn when and how to use the AI section for account summaries, risks, preparation, and next actions.

• Account Detail journey

  Explains Account Detail in the correct user journey order.

• Events and activities

  Events and Activities connect account activity to commercial execution and record history.

• 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.

• Media analytics reports

  Media Analytics reports help you review media performance by channel, compare the current period with the previous period, and find accounts whose engagement…

• Performance by channel

  Performance by Channel summarizes visible media channels for the selected account scope and time period.

• Period Comparison

  Compare current and previous Media Analytics periods and understand which channels can be compared.

• Top Account Movers

  Find accounts with the largest media movement for the selected channel, metric, and period.

• 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…

• Stakeholder Detail journey

  Clean overview journey for Stakeholder Detail, linking users to each screenshot-backed subsection.

• Start with Stakeholders

  Start with the Stakeholders area and follow the recommended order for overview, summary cards, add, import, export, filters, search, table controls, and pagination.

• Stakeholders overview

  Use the Stakeholders list to find people, read summary cards, filter or search, inspect table columns, and choose the correct row.

• Stakeholder activities

  Explains Stakeholder Activities drawer and activity filtering.

• Stakeholder ad targeting

  Explains the Stakeholder Ad Targeting card and targeting lifecycle fields.

• Stakeholder events and deals

  Explains the Deals and Events sections on Stakeholder Detail.

• Filter, search, and export stakeholders

  Explains Filter, Quick Search, and Export XLSX on the Stakeholders page.

• Add and import stakeholders

  Explains the Add, Import, and Export controls on the Stakeholders page.

• Stakeholder inline and bulk updates

  Explains stakeholder inline and bulk update workflows, including selection, update, delete, and CRM export.

• Stakeholder list and summary cards

  Explains the stakeholder list, media impact cards, table columns, and pagination.

• Stakeholder media impact and engagements

  Explains Stakeholder Media Impact and recent engagement evidence.

• Stakeholder profile and linked account

  Explains the stakeholder Profile card and Linked Account card.

• Stakeholder details overview

  Explains the full Stakeholder Detail layout and what to review first.

• 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…

• Stakeholder summary cards

  Explains the stakeholder summary cards for Engaged, Aware, Reached, Not Reached, and Total Stakeholders.

• Add stakeholder

  Explains how to add one stakeholder manually from the Stakeholders page.

• Import stakeholders

  Explains stakeholder import options, including file import and connected CRM import sources.

• Export stakeholders

  Explains how to export the Stakeholders table to XLSX and how to review the exported spreadsheet.

• Filter stakeholders

  Explains how to open and use the stakeholder filter modal.

• Search stakeholders

  Explains Quick Search on the Stakeholders table.

• Stakeholder table columns

  Explains the Stakeholders table columns and how to read identity, account, targeting, engagement, and ownership fields.

• Stakeholder table dropdowns and row actions

  Explains stakeholder row actions as a journey, including update modal, delete confirmation, export to CRM, ad preview, row opening, and bulk selection.

• Stakeholders pagination

  Explains stakeholder pagination and rows-per-page behavior.

• Stakeholder detail breadcrumb

  Explains the Stakeholder Detail breadcrumb and page-location check.

• Stakeholder header

  Explains the Stakeholder Detail header identity and contact fields.

• Stakeholder header actions

  Explains the Stakeholder Detail header action entry point for Activities.

• Stakeholder deals

  Explains Stakeholder Deals using the same Deals screenshots as Accounts, including list rows, All Stages filter, filter modal, and quick search.

• Stakeholder profile

  Explains the Stakeholder Profile card and its person fields.

• Stakeholder linked account

  Explains the Linked Account card on Stakeholder Detail.

• Stakeholder events

  Events show timeline activity connected to the stakeholder. Use Events after Profile, Linked Account, and Deals when you need relationship history or meeting…

• AI section

  Learn when and how to use the AI section for stakeholder summaries, risks, preparation, and next actions.

• Stage cards

  Explains how to read each Deals stage card and how those cards guide the next table review.

• Add deal

  Explains where the Add button lives, when to use it, and how to complete the Add Deal modal.

• Search deals

  Explains Quick Search on the Deals list and when it should be used instead of filters.

• Deal table columns

  Explains each Deals table column with the provided highlighted screenshots and how users should read them.

• Deals pagination

  Explains total results, page navigation, and Show per page behavior on the Deals list.

• AI section

  Learn when and how to use the AI section for deal summaries, risks, preparation, and next actions.

• Stakeholder toolbar actions

  Explains Add, Import, Export, Add from other accounts, Filter, and Quick Search in Deal Stakeholders.

• Deal stakeholder columns

  Explains each important column in the Deal Stakeholders table.

• Stakeholder ad preview

  Explains the ad preview modal opened from stakeholder media evidence.

• Account stakeholders on a deal

  Explains the Account Stakeholders tab and its own add, import, export, filter, search, and pagination controls.

• Stakeholder bulk actions

  Explains update, delete, deselect, and selected-row behavior in the deal stakeholder tables.

• Deal activities

  Explains the Deal Activities drawer, records, filter button, and filter panel.

• Breadcrumb

  Explains the Deal Detail breadcrumb and how users confirm they are reviewing the right opportunity.

• Deal header

  Explains the Deal Detail header, deal identity, linked account, deal type, value, close date, stage, and owner.

• Header actions: Activities

  Explains the Deal Detail Activities header action, opened drawer, and activity filter flow.

• Product interest and metrics

  Explains Product Interest Fit, key metrics, and targeting channels on Deal Detail.

• Account list overview

  Understand the Accounts list route and what it is used for.

• Media summary counts

  Read account-level clicks, impressions, and targeting activity.

• Toolbar and primary actions

  Use the Accounts toolbar for add, import, export, filter, search, sort, templates, and selection actions.

• Clear all filters

  Reset the Accounts list after filtering.

• Sort options

  Sort the Accounts list by supported account columns.

• Account name and website

  Complete the required identity fields for a new account.

• Parent, HQ and employees

  Complete optional firmographic fields for a new account.

• Owners, industry and segment

  Complete ownership and classification fields for a new account.

• LinkedIn field

  Store the account LinkedIn URL.

• Include in targeting toggle

  Choose whether a new account enters ad targeting.

• Targeting countries

  Choose countries to include in account targeting.

• Targeting start date

  Set when account targeting begins.

• Activate techniques

  Choose targeting techniques for a new account.

• Create account defaults and validation

  Understand required fields, defaults, and validation in Create Account.

• Import accounts

  Bring company records into DOE from an XLSX file or a connected CRM, then resolve skipped rows and mapping warnings.

• File requirements

  Prepare an account import file before uploading.

• File import fields

  Understand the account fields used by spreadsheet import.

• Import error dialog

  Read and fix account file import errors.

• Download account templates

  Download the template used for account file import.

• CRM import options

  Import accounts from connected CRM providers.

• CRM company selection

  Choose companies to import from a CRM.

• CRM import progress and warnings

  Understand CRM import loading, results, and warnings.

• Manage Accounts setup upload

  Use Settings > Manage Accounts for the two-step workspace setup flow with templates and account data upload.

• Name and CRM marker

  Read account names and CRM connection indicators.

• PIF table columns

  Read PIF Band, PIF Trend, and PIF Score in Accounts.

• Status and RMF columns

  Use Status and RMF to qualify accounts.

• Website and firmographic columns

  Read website, market segment, program, industry, and HQ country.

• Targeting columns

  Read Ad Targeting, IT Stakeholders, and Days in Targeting.

• Deals and stakeholder count columns

  Read related deal and targeted stakeholder counts.

• Owners column

  Read and update account owners from the table.

• Admin actions and listing columns

  Use admin-only action and listing controls.

• Inline and bulk updates

  Update one account directly from the table or update selected accounts together through Bulk Update.

• Inline editable table fields

  Know which account fields can be edited from the list.

• Inline targeting side effects

  Understand what happens when Ad Targeting is changed inline.

• Bulk update fields

  Update multiple selected accounts at once.

• Bulk update result dialog

  Review bulk account update results, including total requested, done, not updated, and failure reasons.

• Bulk delete warning

  Understand account bulk delete before confirming.

• CRM export from Accounts

  Export selected DOE accounts and their linked stakeholders to an active CRM provider.

• CRM export result

  Review the outcome after exporting accounts to CRM.

• Account detail page sections

  Understand the sections on an account detail page.

• Activities action

  Open activity context from an account header.

• Convert and View Client

  Use client-related actions from account details.

• PIF duration selector

  Change the time window for PIF history.

• PIF history and CSV export

  Use PIF History to review account score movement over time and export the history as CSV.

• PIF history chart and table

  Read PIF history visually and in rows.

• Key metrics card

  Use account Key Metrics to review impressions, clicks, website visits, page views, date ranges, and Website Tracking handoff.

• Website Visits handoff

  Move from an account to its website visit context.

• Targeting channels card

  Read account channel performance across Geo, IP, LinkedIn, and Individual Targeting.

• Inactive targeting channels

  Understand targeting channels that are not active.

• Not Reached group

  Understand stakeholders in the Not Reached targeting map group.

• Reached group

  Understand stakeholders in the Reached targeting map group.

• Aware group

  Understand stakeholders in the Aware targeting map group.

• Engaged group

  Understand stakeholders in the Engaged targeting map group.

• Targeting Map errors and retry

  Recover when the account targeting map cannot load.

• Manage Stakeholders handoff

  Move from the targeting map to stakeholder management.

• Identity and link fields

  Read and maintain account identity fields on the detail page.

• Owner, status and fit fields

  Read owner, status, RMF, and fit values on an account.

• Firmographic fields

  Read company profile fields on the account detail page.

• Admin and audit fields

  Understand admin-visible account metadata.

• Turn targeting on or off

  Change account ad targeting from the detail page.

• Media techniques field

  Review targeting techniques on an account.

• Countries and targeting dates

  Review targeting geography and dates on account details.

• Deals search and stage filter

  Find account deals by search and stage.

• Add deal from account

  Create a deal already connected to the account.

• Deal inline edits

  Update deal values from the account's deal list.

• Deal errors and pagination

  Handle loading, empty, and paginated deal states.

• Manage Stakeholders

  Explains account Manage Stakeholders table actions, add and import workflows, export, filters, table columns, and row-level Ad Preview.

• Stakeholder add and import

  Add or import stakeholders from an account.

• Stakeholder targeting updates

  Update stakeholder targeting from an account context.

• Listing visibility and admin controls

  Use admin-only account controls for listing visibility, delete actions, and manage-account review workflows.

• Admin delete actions

  Understand account delete controls before confirming.

• Summary cards and media counts

  Understand account summary cards, lifecycle status cards, and reached or engaged media counts.

• Columns, sorting and CRM markers

  Understand every Accounts table column, sortable fields, inline editable fields, and CRM connection markers.

• Filters, search and export

  Use Quick Search, filters, sorting, templates, and XLSX export to find and download the right Accounts rows.

• Add accounts manually

  Use Add on the Accounts list when one company should be created directly in DOE instead of imported.

• Create account profile fields

  Fill the profile section of the Create Account modal, including required name and website fields.

• Create account targeting fields

  Fill the targeting section of the Create Account modal, including countries, start date, and targeting techniques.

• Account file import fields and errors

  Use account file import with the expected fields and review row-level errors when upload cannot complete.

• CRM import from Accounts

  Import companies from an active CRM provider into DOE from the Accounts toolbar.

• Bulk delete and CRM export

  Use selection mode to delete accounts, export selected accounts to CRM, deselect rows, and understand provider-specific export choices.

• Account details overview

  Read the Account Details header, Product Interest Fit, key metrics, and targeting channel summary before reviewing deeper account sections.

• Media impact and PIF history

  Use the Product Interest Fit, PIF History, Key Metrics, and Targeting Channels areas on Account Details.

• Editable account fields

  Review and edit account profile fields, ownership, lifecycle state, fit or health, domains, listing visibility, and audit dates.

• Connect account to CRM

  Connect one DOE account to a CRM company record from Account Details and review mapping warnings before saving.

• Account deals table actions

  Use table actions inside an account's Deals section.

• Account filter fields

  Reference every filter available on the Accounts page.

• Account Name field

  Enter the company name when creating an account.

• Company website link field

  Enter the account website when creating an account.

• Parent Company field

  Record the account's parent company.

• HQ Country field

  Choose the account headquarters country.

• No of Employees field

  Record the approximate account employee count.

• Account Owners field

  Assign workspace members to an account.

• Industry field

  Classify the account by industry.

• Market Segment field

  Assign the account to a market segment.

• GeoFencing activation

  Use the GeoFencing activation option in Create Account.

• IP - Targeting activation

  Use the IP targeting activation option in Create Account.

• LinkedIn activation

  Use the LinkedIn activation option in Create Account.

• Person - targeting activation

  Use the person-level targeting option in Create Account.