Knowledge Base

  1. 1. Quick Guides & Training Documents 

    1. Prospect Visual Overview
    2. Prospect Visual Layout & First Steps
    3. Quick Start: Look up a Connection
    4. Snapshot View
    5. Profile Details & Knowledge Map
  2. 2. Video Guides 

    1. Finding a Connection to a Prospect
    2. Finding New Prospects
  3. 3. Initial Set-Up: Import & Data Entry: 

    1. Format of initial list of Contacts
    2. Basic information required when providing list of contacts for Prospect Visual to process
    3. Formatting of contacts with multiple names
    4. Generating a list of “most connected” constituents through Prospect Visual
    5. Submitting the initial list without Employment Information
  4. 4. Getting Started: 

    1. New User Setup
    2. Creating Accounts for each User
    3. Users available per Account
    4. User Types
  5. 5. Data: 

    1. Client Data: Privacy & Security
    2. Data Sources
    3. Social Media
    4. Data Coverage for International (non-US) organizations and individuals
    5. Information on Residency
  6. 6. Features: 

    1. Searching through Tags
    2. Tags: Privacy
    3. Sphere of Influence: limited affiliations shown
    4. Availability of Prospect Visual Maps
    5. Time taken to Map connections between Tags
  7. 7. Technical: 

    1. Technical Requirements for using Prospect Visual
    2. Prospect Visual compatibility with different databases
    3. Removing access for departing staff members
  8. 8. Miscellaneous: 

    1. Differences between Market Visual & Prospect Visual
  9. 9. Glossary of Key Terms: 

    1. Affiliations
    2. Tags
    3. Company
    4. Company Affiliations
    5. Exclude from Connections
  10. All articles 

    1. New User Setup
    2. Differences between Market Visual & Prospect Visual
    3. Client Data: Privacy & Security
    4. Searching through Tags
    5. Prospect Visual Overview

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