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Help Guide
Admin & Settings
Admin & Settings
Customise your platform to fit your business goals.
Platform customisation
Global Menu Customisation
Data Source Prioritisation
Data Priorities: CRM Push
Data connectors
Your platform URL and access configuration
Using Public APIs
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User menu
User Settings
Date & Time Settings
System Requests
Set up your Browser Extension
Invite and manage Users
Create and manage Teams
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Data Management
Data Upload: Companies
Data Upload: Financials
Data Upload: Funding
Data Upload: M&A Deals
Data Management: Custom Properties
Data Management: Companies
Data Management: RSS Feeds
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Alerts & Emails
Creating and managing email digests
