Projects: Strategy

Strategy Tab:
The Strategy Tab allows you to Identify the approach you are taking with your project. This tab offers you a way to build a list of target companies that your team and clients can collaborate on to define your search parameters. Your client is able to log in and turn off undesired companies.

• Company Target Lists can be created for one project and reused for other projects
• Company Target Lists start with companies that already exist in your database
• Company Tag lists can be used to quickly create category lists
• Contacts can then be searched from within this pre-specified list of companies and be easily added to a project

Can clients check off company coverage and toggle them on/off?

• Yes. If your team or clients determine that you have found enough candidates from a certain company, you/they may choose to check the Coverage Complete box next to the company.
• Your team and your clients can review this list and "turn off" companies that you/they do not want to consider as target companies, using the toggles on the far right-hand side.