App Features

Saved Searches

• Saving Searches & Setting Up Triggers

Prospect Finder

• Prospect Finder: Identifying Qualified Opportunities

Integrations

• Integrating Aidentified with CRM Platforms

Export

• Using Credits And Exporting Profiles From Aidentified

Wealth Triggers

• Wealth Triggers Overview

Prospect - Profile View

• Aidentified Profile Overview

Dashboard

• Aidentified Dashboard Overview

Team Members

• Creating Teams in Aidentified

Sidecar Chrome Extension

• Downloading & Utilizing the Sidecar Extension

AI Mapped Connections

• Building Referral Lists Using AI Mapped Connections

Import

• Importing CSV Files
• Importing LinkedIn Connections
• Importing Contacts from Google, iCloud, and Outlook into AIdentified