Download our User Guide for Business Intelligence Plus: https://www.creditsafe.com/content/dam/uk/product-guides/business-intelligence-plus-salesforce-user-guide-v2.pdf
Learn how to:
- Login to Business Intelligence Plus
- Configure your search, field mapping, matching, error reporting email and enrichment settings
- Use the Data Cleaning dashboard
- Manually match data using Company Search
- Use company reports
- PDF reports
- Monitor companies
- Add components to page layout
- Adding accounts to portfolios
- Bulk updating records to exclude from matching and enriching