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Lesson 1: Search & filter your intel records

Use advanced filters for demand you are tracking

Mike Avery avatar
Written by Mike Avery
Updated over 3 months ago

Goal

To effectively track current market demand and generate insightful reports by utilising the Team Intel section within society acquisitions.

Why

This structured approach not only helps you monitor market demand but also enables the creation of detailed reports, ensuring you stay informed and make data-driven decisions effectively.


Filtering your team intel

To efficiently navigate and manage your team’s insights within society acquisitions, start by accessing the 'Team Intel' section. For a clearer overview, you can switch to table view, which provides a broader display of information on your screen.

Use the filters on the right-hand side to refine your search, whether by basic criteria like location and size or more advanced details such as current status, timing, or the reason behind a requirement.

These filters leverage the intel you’ve added, making it easier to pinpoint and prioritise specific requirements.


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