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.


  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.