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Analyze: How do I add secondary information to an interview?

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The Secondary Information found in the Details tab of Buyer Analysis is a snapshot of the interviewed company and provides context about the deal.

In This Article:

 

Location

  1. Select Research.
  2. Select Analyze.

 

  1. Click on the green analyze icon next to the interview you want to add secondary information for. This will take you to the Buyer Analysis view.

 

  1. Select the Details tab, in the right-hand panel.

 

Opportunity Classifications

  1. Opportunity Classifications is the first section in the Details tab.

 

  1. For each classification, click in the box to see a list of available options or simply begin typing in the box to search for matching terms. Select the desired option from the list.

Note: If you don’t see an appropriate option for any classification, users with the Manage right to Program Settings :: Framework can add or edit options from the Analysis tab in Framework.

 

  1. You can apply multiple options by selecting the desired options from the list.

 

  1. If you select an incorrect option, click the X on the item to remove it.

Note: To disable an item from appearing in the selection list, users with the Manage right to Program Settings :: Framework can disable options from the Analysis tab in Framework.

 

 

  1. Click Save.

 

Secondary Information

  1. Secondary Information is the second section in the Details tab.
    • The first four fields - - Industry, Ownership, Revenue, and Employees - - are fixed. Those will appear in every program. Any additional fields are configurable.

Note: Users with the Manage right to Program Settings :: Framework can add, remove, or edit these fields.

 

  1. Enter the content in the appropriate field or select from a list.

Note: When selecting the Industry, read a description of the industry by hovering over the ? icon in the list.

 

  1. If there is a Secondary Information field you do not want to show in the published interview, disable the field.
  2. Locate the item you want to disable and click the Disable button to the right.

Note: To disable a field for all interviews in a program, go to the Analysis tab in Framework. Only users with the Manage right to Program Settings :: Framework will be able to do this.

 

  1. A message will appear confirming that the information was disabled. Click OK.

 

  1. Click Save.

 

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