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Maria Marin

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Activity overview

Latest activity by Maria Marin
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    Maria Marin created an article,

    Zero's disappearing CSV > Excel File Fix

    How to keep the zeros in your CSV All files from DueDil are automatically exported in CSV. format, which are then viewable on Excel. Company numbers often begin with a 0 (zero). The issue with this...

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    Maria Marin created an article,

    Understanding the News & Social tab

    Each company profile has a News & Social tab dedicated to showing top news articles, media, activity and events from the company published in the last 30 days.  The news feed can be filtered down b...

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    Maria Marin created an article,

    Salesforce Connector Common Errors

    Error #1: Please check your Salesforce configuration or try again later  Error #2: Missing required fields Error #3: Missing Data on a newly created account    Error #1: Please check your Salesfo...

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    Maria Marin created an article,

    Configuring your Salesforce Connector

    Introduction Step 1: Integrate DueDil with Salesforce Step 2: Configure your account settings Step 3: Start adding companies   Introduction DueDil's Salesforce connector allows you to seamlessly ...

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    Maria Marin created an article,

    Using the Dashboard: Risk

    Using the Dashboard to mitigate risk The Risks section of the dashboard alerts you to changes at a company that might affect the risk status of your relationship with them.  It allows you to easily...

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    Maria Marin created an article,

    Using the Dashboard: Sales

    Using the Dashboard to identify Sales Triggers The Opportunities section of the Dashboard is where any updates on prospects will appear. These events are effectively sales triggers, which indicate ...

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    Maria Marin created an article,

    Understanding the Activity Tab

    Each company page has an Activity tab, dedicated to showing recent filing events and communications from the company.  The activity tab resembles the information you can find on the Dashboard to id...

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    Maria Marin created an article,

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    Maria Marin created an article,

    DueDil & Callcredit - The seamless approach to KYC & KYB for customer onboarding

    Tune into this 15-minute on-demand webinar to learn how you can transform and automate your KYC & KYB onboarding process to create a seamless onboarding process that customers admire. Watch now: ht...

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    Maria Marin created an article,

    Customer Story: Smart Pension - Embracing Data to Drive Automation

    Sam Barton, CTO of Smart Pension, shares his story. Market disruptor Smart Pension provides auto-enrolment for workplace pensions to UK SMEs. Since launching in May 2015, it has signed up 35,000 co...