Tactic automatically prioritises Accounts that generate the most insights, based on the People and Keywords searches. We find that this gives most of our customers the best starting push when it comes to refining and prioritising their insights.
Accounts can be prioritised further, or based on a totally different index if the default does not suit your needs.
🟣 You can hand-set the Priority of each of your Accounts in the Accounts tab by clicking on the dotted circle.
🟣 Click on sort in the Accounts tab to sort by Status, Account, Priority, Domain, Notes or # Keyword Results, and then Ascending or Descending for each option.
🟣 If you want to prioritise the Accounts with the fewest insights, sort by e.g. Ascending # Keyword Results.
🟣 If you use the manual Status and Priority fields to label your Accounts, try adding multiple, stacked sorts e.g. Priority Ascending, Status Ascending, # Keyword Results Descending, to create a structured priority list that indexes your insights by volume, urgency and progress level.
🟣 Back in your Results tab, you’ll see the display of your top Accounts and insights will have changed. You can sort and re-sort your Insights without having to run changes.
🟣 For a simple way of sorting Insights to the most recent results found online, hover to the right of Keyword Results and choose Date.