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How-To Guide
How-To Guide

An ever-growing library of short articles with photo and video illustrations on navigating KnowledgeNet.

Creating a private room
Adding/Inviting a user to your organization's KnowledgeNet.ai
Using nested comments
Viewing relationship intelligence
Viewing news intelligence
Email notifications for your own posts
Creating a public room
Adding an external user to an organization
Posting in KnowledgeNet.ai
Viewing "My Interactions"
Replying to a KnowledgeNet post from an email notification
Video Tutorial: Building Your KnowledgeMap™
Adding an external user to a room
Getting help
Syncing your LinkedIn Connections to your KnowledgeNet.ai
Creating folders
Creating a custom list
Bookmarking KnowledgeNet on iPhone and Android mobile phones
Connecting an email address to KnowledgeNet
Creating new main navigation menu links
Installing the KnowledgeNet.ai Browser Extension (Chrome / MS Edge)
Video Tutorial: What is KnowledgeNet.ai?
Uploading an email into KnowledgeNet using the Outlook Add-in
Searching KnowledgeNet
Video Tutorial: KnowledgeNet.ai Widget Quick Tour
Using Lists in KnowledgeNet.ai
Following accounts
Using the # symbol to hash tag
Changing email notification settings
Creating a new account record
Creating a new contact record
Using the @ symbol to mention other users
Notification guide on comments to posts
Making a private post
Moving the post & comment boxes
Installing the KnowledgeNet.ai Outlook Add-in
Using KnowledgeNet.ai inside email
Searching companies & people by industry term and SIC codes
Deleting an organization (Admin)
Adding the KnowledgeNet.ai Outlook Add-in to your organization as an integrated app
Setting up KnowledgeNet.ai Web Traffic Intelligence
Embedding Web Intelligence Tracking Code into Your Website(s)
Connecting Your CRM with KnowledgeNet.ai
Receiving Verification Codes Via Text
Enabling the KnowledgeNet.ai Tooltip
Connecting ClaritySoft CRM with KnowledgeNet.ai
Connecting Copper CRM with KnowledgeNet.ai
Connecting HubSpot to KnowledgeNet.ai
Connecting Keap CRM to KnowledgeNet.ai
Connecting Outreach with KnowledgeNet.ai
Connecting Pipedrive CRM to KnowledgeNet.ai
Connecting Prophet (now Avid) CRM to KnowledgeNet.ai
Disabling/Removing a user from your organization's KnowledgeNet.ai
Connecting Salesforce to KnowledgeNet.ai
Connecting Zoho to KnowledgeNet.ai
Connecting Constant Contact to KnowledgeNet.ai
Benefitting from LinkedIn super-connectors
Prepping for productive meetings
Adding Admin SSO & Email Sync Authorization
Exporting Your LinkedIn Connections
Purchasing add-on credits for your organization