Find your way around DOE
Find your way around DOE
Use the sidebar to move between your company's records, recent activity and performance reports. You can start with a name you know or a question you need to answer.
Get started in DOE explains accounts, stakeholders, and deals before you explore further.
Choose where to start
| Area | What you can do there |
|---|---|
| Accounts | Find a company, its people, sales opportunities and activity. |
| Stakeholders | Find a person and review their company, role and engagement. |
| Land and Expand | Review sales opportunities and update deal progress. |
| Signals & Insights | See recent activity and accounts that deserve a closer look. |
| Reports | Check the detailed rows behind performance numbers. |
| Ad Library | Inspect campaigns, individual ads and creative previews. |
| Website | See identified company visits and the pages they viewed. |
| Timeline | Review meetings and logged activity, or add an event. |
| Njord AI | Ask a question about workspace information. |
| Quick Win | Review deals by expected close date and probability. |
The areas available to you depend on your workspace and role.
Follow a company through DOE
- Open Accounts and search for a company.
- Select the company to open Account Details.
- Read recent Signals or choose a related stakeholder or deal.
- Open Events to catch up on meetings and notes connected to that account.
Use this path when preparing for a customer conversation. For a wider team review, start with Insights or Reports instead.
Use the shared controls
Search finds a name or title within the page you are viewing. Filters narrow a list by fields such as owner, status or date. The data menu switches between your assigned work and the wider workspace.
These controls work together. If a list is unexpectedly empty, clear its search and filters, then check My data and Workspace.
Find your profile and settings
Open the menu from your avatar to access your profile, appearance options and sign-out. Settings appears when your role allows it.
See profile, settings and theme for the available menu options, or workspace access problems if an expected area is missing.