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Get Started with D&B Hoovers Onboarding Wizard (D&B Hoovers)

  • November 5, 2024
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Get Started with our Onboarding Wizard

 

New and existing D&B Hoovers users can now use our step-by-step ‘Get Started’ wizard to hit the ground running: identify new prospects, set alerts on key accounts, qualify leads, and become more familiar with D&B Hoovers’ powerful features all in a few short minutes. This Onboarding Wizard is presented to first-time users upon login and readily available to all returning users via the ‘Get Started’ tile on the D&B Hoovers Desktop. 

 

Tip 

Users can skip the onboarding wizard by clicking ‘Skip for Now’ and return to it at a later time via the ‘Get Started’ tile on the D&B Hoovers Desktop. 

 

Primary Use Cases supported by the Onboarding Wizard 

 

Account Management and Alert Configuration

I have a List teaches users how to upload their book of business into D&B Hoovers and configure their preferred alert types. Preferred alerts can notify a user of significant events at a company that represents a selling opportunity or mitigating risk to existing renewals. 
 

 

Lead Qualification and Account Research

I want to do a lookup provides users with best practices on searching for companies, contacts, and other items in D&B Hoovers. 
 

 

Identifying Net New Prospects

I need Net New Prospects helps users identify their ideal prospects and key decision makers within their territory via a step-by-step list-building tutorial. 


 

 

 

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