Smartkarma

Getting Started: For Clients

Pranav Rao

Raghav Kapoor

Clients

How and where do you read Insights on Smartkarma

Reading an Insight/Reading Pane

Sort Insights based on Views and associated Discussions

Re-ordering Based on Most Viewed or Most Discussed

Find specific Insights based on various characteristics

Setting Up Filters

Quick Filters

Changing Your Insight List Layout

Refining Your Insight List

Make changes to your account settings to find the most relevant work on Smartkarma

Managing Your Settings

Changing Your Settings

Get notifications for activities on Smartkarma

Activities

How you can post quick updates and comments on Insights and Entities

Discussions

Keep track of Insight Providers and Insight Streams you like

Follows

Learn how you can send and receive private messages between individuals and groups

Private Messaging

How to keep track of all relevant Entities on Smartkarma

Watchlists

Viewing All/Other Insights

Look at Insights and Discussions on a specific Entity

Viewing an Entity Page

Viewing an Insight Provider’s Profile

Exploring Beyond Your Reading List

How to show your appreciation on Smartkarma

Likes

How you can store Insights, notes and external reports for easy access

Locker

Avoid looking at work by an Insight Provider

Mute an Insight Provider

HoldCo Monitor

IPO Analyser

M&A Analyser

M&A Statistics

More Features and Tools

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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