What is the internal database?
The internal database allows to manage emails and comments from a list of companies (group).
It helps to launch a decision with preloaded contact data or to request reports in a massive way contemplating the comments.
How to use it?
Portfolio -> Internal database -> Import database
You can add a company database to CIAL360 by uploading a .csv file. There are two options to do this:
First option.
Use the following example file as a template. The column Number D-U-N-S is required.
With this option you have to download the template and fill the file with the DUNS, company name, mail and comments of the companies we want to auto save this data.
Second option
Create a .csv file from an existing group.
If you select this option you have to fill in the emails and comments according to the required company from the list.
When you have the .csv file ready with the email and/or comments data, either with the first or second option, you have to load the file and click on the "Load CSV file" button. With this, when a decision is made or a report is requested, the company to which this information was uploaded will already have the information preloaded.