Business alert, your business prospecting tool

Boost your prospecting with Appointment business alerts

Thanks to this new module "Business alerts", youreceive the latest alerts(appointments/departures, confessions, calls for tenders, fundraisers, press articles, acquisitions/bankruptcies, etc.)to enable you to identify business opportunities and boost the acquisition of new customers.

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Electionyourcriteria for alerts(news categories, business sectors, business sizes, geographic regions, services, etc.)and access the corresponding alerts in real time from the Business Alerts menuas well as a new widget in your Dashboard. Based on these alerts, you cancreate tasks or appointments to monitor and transform these opportunities.

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• 3. Create a task from a Business Alert

  1. 1. Create a task from an alert You have the opportunity tocreate a taskdirectly from an alert displayed on the Business Alert page. At the level of the alert that interests you click on the buttonwhich appears on the right to roll the list of ...

• 1. 1. Activation and access to Business Alerts

  Before you can access Business Alert the module must be activated after youraccount manager. Once the module is enabled, Business Alert is accessible via the "Business Alert" tab that appears on the side menu bar to the left of your Jarvis interface.

• 2. Setting up your Business Alerts

  Once the module is activated, you will have access to anew "Business Alerts" menu in yourParameters(under the Billing tab). From this new menu you can select the alert criteria that interest you.Several criteria are available to best match your firm ...