Make a company search and request an investigation.
Generate different types of reports and know how to read their contents.
Manage your portfolio and create folders (sub-portfolios).
Customize and export a report.
Put companies under monitoring.
The D&B Onboard webinar is a training course covering all the functionalities of the application. The topics covered are : the company search, the consultation and customisation of reports, the screening, the portfolio and the alerts.
Customer Success Advisor
Xavier Egea, Customer Success Advisor. A dynamic and attentive expert with more than 10 years of experience in the customer care, Xavier will be your compliance guide during the discovery of the D&B Onboard application with empathy and educational skills.