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FAQ - Other Features

Q:  What are company pages?

A:  With company pages, you are given a full overview of everything you need to know about a specific company including industry, location, and much more. This is all displayed in our application by clicking on a company highlighted in blue.

 

Q:  Does the Sidecar work with Sales Navigator?

A:  The Google Chrome Sidecar extension is currently designed to work on standard LinkedIn profile views. Sidecar will not display information while leveraging LinkedIn Sales Navigator.

 

Q:  How do I find future prospects?

A:  In order to find qualified prospects utilize our Filters section to create your ideal future prospect and we will generate a qualified list for you in the Relationship Intelligence section under Opportunities and Superconnectors.

 

Q:  How do I enrich my own leads?

A:  Head to the ‘Connect’ tab in the top right corner and choose CSV upload. Follow the instructions on how to upload a CSV file so Aidentified can match and enrich a list of connections or prospects.

 

Q:  What are Wealth Triggers?

A:  A Wealth Trigger is a buying or sales signal based in prevalent events and situations that prompt a marketing or sales opportunity. Whether it be a potential wealth event such as a stock transaction, an IPO filing, or a job promotion, etc.

 

Q:  What Wealth Trigger event types do you track?

A: Here's a list of our latest Wealth Triggers: News Mention, Investment Received, Company Achives Unicorn Status, Company Acquired, SEC Filings (IPO, SPAC, Insider Stock Sales/Acquisitions/Purchase), Property & Listing Updates (Property Sale/Purchase/Listing Statuses), and Potential Wealth Transfer - coming soon! You can see these in action in the app under Dashboard > Opportunities.

 

Q:  How do I turn off email notifications?

A:  In order to turn off email notifications go to the "Filters" section and remove the checked box from "Apply to daily email alerts".  

 

Q:  Do you include social media links for people?

A: Yes, some profiles contain Facebook and LinkedIn icons which will direct you to the prospect’s social profile. We are constantly adding more so stay on the lookout for updated profiles.

 

Q:  Why am I receiving connection emails?

A: Daily email alerts are triggered based on prospects in and around your network who recently benefited from life or wealth events. This is a perfect opportunity for you to see who can make that warm introduction to a qualified prospect. If you would like to manage these notifications, head to the Filters tab and edit your saved filters.

 

Q:  How do I add people to my Favorites?

A: Whether you’re scrolling through a list, in Opportunities or on a person’s profile, you may add people to your favorites list by using the Favorites tag within the Tag feature.

 

Q:  What is a shared phone number?

A: A shared phone indicates there is record of the prospect having the same phone number as another person, most commonly seen with family members.

 

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