QuantCopy Handbook
QuantCopy Handbook

QuantCopy Handbook

Hi there! πŸ‘‹ Welcome to QuantCopy! Follow the links below to see instructions and video content on all the QuantCopy Project features so you can get up and running quickly
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What's New?

Connect Your Data

We’ve made it easy for you to set up QuantCopy Projects based on the companies you need to research. Either import your key Accounts one by one, from a CSV spreadsheet, or straight from your Salesforce account. Customise your Keywords and People searches to refine your Insights by topics, teams and people for structured, relevant information.

Instructions and tips for optimising your QuantCopy set-up

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Projects 101
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Add Accounts to Your Project
⬇️
Import Accounts From a CSV Spreadsheet
☁️
Import Your Accounts From Salesforce
πŸ§‘πŸ»β€πŸ’»
Set Your People Searches
πŸ“š
Set Your Keyword Searches
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World Languages and International Searching
πŸƒπŸ»β€β™€οΈ
Make Quick Changes
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Import People and Keyword Settings to a New Project

See Your Results

We offer a broad range of settings and actions to organize, refine, prioritise and manage your Insights. Find the best views to suit your working style, whether that’s highly prioritised and cross-referenced or exhaustive and sorted into micro-groups, for direct access to perfect information.

Instructions and tips for optimising your QuantCopy Results.

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Use Your Search Results
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Auto-Refresh Your Project
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Filter Your Accounts
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Sort Accounts and Results
πŸ—žοΈ
Top 3 Keyword Results
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Quick Find

Use Your Insights

Once you’re up and running with your QuantCopy Projects, you’ll want to try the most efficient and holistic ways to extract your insights, ready to act on them in QuantCopy or in other programs. Here are features to export and co-own your projects, as well as analytics and other sophisticated tools.

Instructions and tips for optimising your QuantCopy Insights

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Create Reports
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Track Research Progress
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Make Your Project Co-Owned
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Chrome Extension
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Management Features

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