Tactic Handbook
Tactic Handbook
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Track Research Progress

Label your Insights to fit with your workflow

Use the Priority and Status toggles on your Accounts to keep track of progress.

Step-by-step

  1. In the Results tab, select any Account. In the right-hand sidebar you will see two menus: Status and Priority.
  2. In the Status drop-down bar, select between To-do, In progress, Done, Disqualified.
  3. In the Priority drop-down bar, select between No priority, P1, P2, P3, Live Deal.