You may want to review videos on how to use FirstRain and its common features.
|Name of the Video||Covered Topics|
How to set up your role and desired channel types.
|Creating Channels||How to create a channel and add desired companies.|
Describes panels available in the Accounts channel:
|Single Account Focus||How to create a Single Account Focus channel that is used to follow specific subsidiaries of a company.|
How to create a Competitors channel that is used to review information about your company's competitors.
|Creating Custom Channel||
How to create a Custom channel based on topics and lines of business and set up additional filters.
|Ad Hoc Search||
How to use Ad Hoc Search to find information about companies or topics.
How to configure daily emails for your channels.
|FirstRain in Salesforce||
How to use FirstRain when it is embedded into Salesforce.
How to apply additional filters to your channels.
|Meeting Briefs||How to integrate FirstRain with your calendar in order to get the latest information about your customers before a meeting.|