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How to Guides
How to Guides
Search Function
Portfolio Manager
CRM Applications
HubSpot
Zoho
Salesforce
Pipedrive
Microsoft Dynamics
API - GraphQL
Frequently Asked Questions
Resources
Product Updates
Quarter 3 2023
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Knowledge Hub
How to Guides
How to Guides
Search Function
Portfolio Manager
CRM Applications
HubSpot
Zoho
Salesforce
Pipedrive
Microsoft Dynamics
API - GraphQL
Frequently Asked Questions
Resources
Product Updates
Quarter 3 2023
How to Guides
Step by step instructions on the features within RFA.
Search Function
How to search for companies
How to export search results
How to export a company report
Portfolio Manager
How to create a Portfolio
How to customise a Portfolio
