Sharing Content With Users
EASILY SHARE COMPANIES, CONTACTS, NEWS & TRIGGERS
Sharing makes it easy to interact with other users and help each other stay informed of what is happening at an account. For example, a sales manager can send a trigger alert to a team member to alert them to an opportunity they should follow up on.
You can share the following content with other D&B Hoovers users on your account:
- Company Profiles
- Contact Profiles
- Trigger alerts
- Lists and SmartLists
- Saved searches
How to Share a Piece of Content
Simply select a piece of content, designate the recipient(s), and D&B Hoovers will send an email notification with a direct link to the content in the application.
Step 1: Select Content to Share
Click the arrow symbol to select the content you want to share. The share icon can be accessed within saved lists and search results or by opening a piece of content, such as a Company Profile or news article.
Step 2: Designate Recipients
Enter the D&B Hoovers username or email address of the person you want to share this content with in the “Share” dialog box. You can also add a personal message in the message box before clicking Send. Please note, content can only be shared in this manner with other D&B Hoovers users on your account.
Quick Tip:
Start typing a user name or email address in the “User Name or Email” field and D&B Hoovers will generate a list of users that match your keystrokes.
Step 3: Recipient(s) are Notified via Email
Recipients will receive an email with a direct link to access this content within D&B Hoovers.
Tips & Tricks for Sharing
Shared Lists Share Updates
When you share a list with another user, any future modifications you make to that list will be automatically applied to your shared list. The recipient of your shared list can also clone that list to make modifications to their own version.