Use Your Search Results

See results across your Tactic tabs

Once you've run your search, you’ll see in the Accounts tab that each Account has a number of results. Click into any one of these to see the Account’s specific insights, listed by People search and Keyword search. When reading through your Insights on the Results tab, you’ll see People Results first and then Keyword Resluts.

Customising the Results tab

👣 Next steps

Click on the outlined star in the top-right corner of any Insight to save this result to your Next Steps, visible at the top of your Results tab content, or on the right-hand sidebar.

Simply click the Mark as done checkbox on the top-left corner of the Insight, or Remove from Next Step above when you no longer want this bookmarked.

3️⃣ Top three results

The Keyword results will automatically show a ‘top three results’, however if you hover over the first Insight there is an option to See all results.

👉 Right-hand sidebar

✅ The comments link allows you to hand-type in any notes-to-self, also visible to Project co-owners, such as Call Luke w/c 20.12.2021

✅ You can filter results by the to-do status such as In Progress, and edit these filters as you go (in the main app or the Chrome extension).