Label your Insights to fit with your workflow
Use the Priority and Status toggles on your Accounts to keep track of progress.
- In the Results tab, select any Account. In the right-hand sidebar you will see two menus: Status and Priority.
- In the Status drop-down bar, select between To-do, In progress, Done, Disqualified.
- In the Priority drop-down bar, select between No priority, P1, P2, P3, Live Deal.