1. Insight View
  2. First steps

First steps

Welcome to Insight View. The first steps are necessary to prepare Insight View for your company to get the most out of it. We are going to prepare your user account, identify the companies that you most need to analyze and, if you want to get ahead of possible customer defaults, upload your invoices (or balances)

Set up Insight View through the first steps

  1. Insight View Home
  2. Search for a company or a freelancer
  3. View a comprehensive report on a company or freelancer
  4. Follow your customers
  5. Create a list with your customer portfolio
  6. Create a comparison of companies or lists
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