Welcome to our guide on how to create and manage an alert profile in D&B Finance Analytics. This demonstration includes the following steps:
Create a new alert profile: Set up an alert profile to be notified when new business data and/or scores are available;
Alert settings: Review and adjust specific alert settings;
Edit or delete an alert profile: Adjust alert criteria or remove an alert profile that is no longer relevant;
Link an alert profile to a folder: Relate an alert profile to the entire portfolio or a specific folder to receive alert messages.
Let's get started on unlocking the insights you need!
Ready for the next step? Continue your journey in D&B Finance Analytics and watch the follow-up demonstration video on viewing and managing alert messages.