KnowledgeNet.ai

In order to hash tag something, a record must exist for you to reference. KnowledgeNet makes creating a new account simple by requiring just two pieces of information: a website address &amp; a company name.

When you create a new account record, you make it possible to do two things:

Tag that business. Tags are how KnowledgeNet tracks references to individual accounts and contacts, so that it’s easy to it’s easy to find information in the future, organize related information, and communicate with everyone on the network following that topic.

Create a Salesforce record. If your organization uses KnowledgeNet Professional and has connected in their Salesforce instance, your record will automatically be saved in Salesforce.

1. Tag that business. Tags are how KnowledgeNet tracks references to individual accounts and contacts, so that it’s easy to it’s easy to find information in the future, organize related information, and communicate with everyone on the network following that topic.
2. Create a Salesforce record. If your organization uses KnowledgeNet Professional and has connected in their Salesforce instance, your record will automatically be saved in Salesforce.

The first time you attempt to hash tag a new account, KnowledgeNet will show you a list of possible matches as well as options to create new items. Select "Create New Accounts."

___________________________________________________________

PRO TIP: If there are multiple ways a company name might appear, try tagging a few versions before creating a new account. This helps avoid duplicate record creation.

This is especially true for blended or hyphenated company names. For example,

1. "NextGen Software" may already exist as "Next Gen."
2. "Bristol-Myers Squibb" may already exist as "Bristol-Myers-Squibb," "Bristol Myers Squibb," or "Bristol Myers."
   ___________________________________________________________
    

In the new window, enter the company's website address (note: this is required to create a new account). KnowledgeNet uses AI to determine the company's name from its website domain, if possible.

If not, you will enter the Company Name. Then choose an Account Type. Click the blue "Create" button. 

KnowledgeNet does the rest. Your tagged item appears highlighted.

After you write and post your message (by clicking the blue "Post" button), you are congratulated for creating a new hash tag. Click the blue "Next" button.

Any time you create a new account, KnowledgeNet ask if you would like to "Follow" that account (receive notifications whenever that account is hash tagged). To follow that account, click the blue "Follow" button. If you do not wish to follow that account, do nothing. Click the blue "Close" button to finish.

If you follow the account and want to modify your notification settings, click the bell icon.

You can receive a notification for every post or receive a once-daily digest of that day's activity.

1. The first time you attempt to hash tag a new account, KnowledgeNet will show you a list of possible matches as well as options to create new items. Select "Create New Accounts."
   
   ___________________________________________________________
   PRO TIP: If there are multiple ways a company name might appear, try tagging a few versions before creating a new account. This helps avoid duplicate record creation.
   This is especially true for blended or hyphenated company names. For example,
   1. "NextGen Software" may already exist as "Next Gen."
   2. "Bristol-Myers Squibb" may already exist as "Bristol-Myers-Squibb," "Bristol Myers Squibb," or "Bristol Myers."
      ___________________________________________________________
       
2. In the new window, enter the company's website address (note: this is required to create a new account). KnowledgeNet uses AI to determine the company's name from its website domain, if possible.
    
   
    
3. If not, you will enter the Company Name. Then choose an Account Type. Click the blue "Create" button. 
    
   
    
4. KnowledgeNet does the rest. Your tagged item appears highlighted.
    
   
    
5. After you write and post your message (by clicking the blue "Post" button), you are congratulated for creating a new hash tag. Click the blue "Next" button.
    
   
    
6. Any time you create a new account, KnowledgeNet ask if you would like to "Follow" that account (receive notifications whenever that account is hash tagged). To follow that account, click the blue "Follow" button. If you do not wish to follow that account, do nothing. Click the blue "Close" button to finish.
    
   
    
7. If you follow the account and want to modify your notification settings, click the bell icon.
    
   
    
8. You can receive a notification for every post or receive a once-daily digest of that day's activity.
    
