App Features

Saved Searches

Saving Searches & Setting Up Triggers

Prospect Finder

Prospect Finder: Identifying Qualified Opportunities

Integrations

Integrating Aidentified with CRM Platforms

Export

Using Credits And Exporting Profiles From Aidentified

Wealth Triggers

Wealth Triggers Overview

Prospect - Profile View

Aidentified Profile Overview

Dashboard

Aidentified Dashboard Overview

Team Members

Creating Teams in Aidentified

Sidecar Chrome Extension

Downloading & Utilizing the Sidecar Extension

AI Mapped Connections

Building Referral Lists Using AI Mapped Connections

Import