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Enabling Business financial ratings in PIT
You can see financial ratings in PIT, as are provided by i doo, Dun & Bradstreet's agency. You can read more about idoo on their website.
Ratings are displayed in Leads and Accounts List views as shown below.
By clicking on the icon you will be rerouted to i doo's website with company's information as shown below. You can also register and browse for more information.
In order for financial ratings to work properly, you must fill in the fields for TAX N°and Country in Lead or Account form.
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Enabling ratings
You can enable financial ratings by following steps:
1. Log in to PIT
2. Go to MyY Account in top right corner
3. Click „Edit“
4. Check „Enable idoo“
5. Save changes
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