Get started in DOE
Get started in DOE
DOE brings your team's companies, contacts, deals and customer activity into one workspace. Start with a company you know, then follow its people, opportunities and recent activity.
1. Open the right workspace
Use the work email and sign-in option your team gave you. If DOE asks you to finish your profile, add the required details and save. If you belong to more than one workspace, choose the team you want from the workspace menu at the top of the side menu.
The account access guide explains DOE password, Google and company SSO sign-in.
2. Learn three useful words
| In DOE | What it means |
|---|---|
| Account | A company your team works with or wants to reach. |
| Stakeholder | A person connected to a company or deal. |
| Deal | A sales opportunity connected to an account. |
These records link together. From a company, you can review its people, deals, meetings and activity.
3. Use the side menu
The desktop menu starts as a narrow icon rail and expands when you move over it, focus it with the keyboard or use the expand control.
- Use Reporting for Insights, Reports, Ad Library and Website.
- Use Audience for Accounts and Stakeholders.
- Use Deals for Land, Expand and QWQ.
- Use Our company for Brand, Context and administration areas available to your role.
On mobile, use the tabs at the bottom and select More for the rest.
4. Pick one useful first task
| I want to… | Start here |
|---|---|
| Look up a company | Find an account |
| See recent customer activity | Explore Signals & Insights |
| Find a person | Find a stakeholder |
| Check a sales opportunity | Review deals |
| Prepare for a meeting | Review Timeline |
| Ask for a summary | Start with Njord AI |
For a first visit, open Accounts, search for a familiar company and select its name. Review the company details, recent signals and related people.
5. Check which data you are viewing
The data menu sits below the workspace name. My data focuses on your assigned work. Workspace shows the wider team view available to you. Supported pages can also offer a teammate's data.
If a company or activity is missing, check this menu and the page's date, search and filters before searching again.