D&B Hoovers Desktop
PERSONALIZE YOUR DESKTOP & MONITOR OPPORTUNITIES
The desktop is the D&B Hoovers homepage and your own personal hub where you can monitor information that is important to you. Here you can pin content such as companies, contacts, and lists to your desktop for easy access. D&B Hoovers will dynamically push new content to those tiles as it becomes available, making it easy for you to log in and review the latest activity.
In this section we will:
- Take a tour of the desktop
- Learn how to pin content to the desktop
- Review how tiles can help you monitor breaking opportunities
A CLOSER LOOK AT THE D&B HOOVERS DESKTOP
Easy Access & Monitoring
The tiles shown on a D&B Hoovers desktop have been pinned there by the user. Easily access the companies, articles, or lists pinned here by clicking the name on the tile.
Be Alerted of Events as They Happen
On a company, the box at the bottom of a tile shows the number of real-time trigger alerts for that company or the companies on a list. Hover over the box to see the five most recent triggers.
Quick Tip: Position Tiles to Suit Your Needs
Personalize your desktop by dragging and dropping tiles to bring higher priority content to the top of the screen. You can “grab” a tile on the desktop by hovering until you see a hand -- not a pointing finger indicating a link, but rather a hand with all five fingers outstretched 00 indicating that you can click and drag to a new part of the desktop. There is no limit to the number of items that may be pinned to the desktop.
HOW TO ADD CONTENT TO YOUR DESKTOP
It is easy to add items to your desktop. All you have to do is “pin” it.
- Pinning is available throughout the entire platform in the Actions menu, which looks like three dots and can be found on the right side of the screen. You will see Pin To Desktop in the Actions menu when an item has not been pinned. Items currently pinned to the desktop display a blue pin icon to the left of the Actions menu. When you pin an item, it creates a tile on the desktop.
- To remove items pinned to the desktop, hover over the tile and click the unpin icon that appears in the upper right corner.
What Can I Pin to the Desktop?The following content types can be pinned to the Desktop:
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A CLOSER LOOK AT A DESKTOP TILE: MONITORING BREAKING OPPORTUNITIES
Pinning a dynamic SmartList® to your desktop is just one way to automatically stay on top of breaking selling opportunities and newly available content.
Be Alerted to Opportunities
Company, contact, list, and SmartList tiles automatically display the most recent triggers from the last seven days. Hover over the trigger bar to reveal the five most recent triggers associated with the tile. A list or SmartList tile includes triggers related to the items on the list.
View Recent Additions to Your SmartList
Displays the five most recent items matching your SmartList criteria.
Be Aware of New Opportunities
The SmartList tile displays a count of the new opportunities added to the SmartList within the last seven days.
Companies in List
The number in the top right corner shows how many companies are part of this list.
Activity Badges
Colored badges appear at the top of a tile when one or more companies on a list or SmartList have detected web visits or intent activity. (Note: these badges only appear for customers who have purchased add-ons for Visitor Intelligence, Bombora Intent, or D&B Intent.)
What is a Trigger?A trigger is a real-time alert of an event that can notify you of a breaking opportunity, a potential threat to an account, or a reason to call. D&B Hoovers includes 70+ trigger types to help you monitor events such as executive changes, merger and acquisition announcements, contract wins, and more. Learn more about triggers and how to use them to monitor opportunities in the Notifications and Notification Center section. |