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How do I flag and resolve an issue with an interview?

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In the Edit or Analyze modules users can flag an issue with an interview and resolve a flagged issue.

  1. Select Research.
  2. Select Edit or Analyze.

 

  1. Highlight the interview you need to flag an issue for.

 

  1. Click on the Options menu.

 

  1. Select Flag as issue.

  1. The Flag as Issue window will appear. You can add a brief note about what the issue is.

 

  1. Click Save.

 

  1. The icon will turn red to indicate that an issue has been identified.
  2. Hovering over the icon will show the notes.

 

  1. To resolve the issue, highlight the opportunity.

 

  1. Click on the Options menu.
  2. Select Resolve issue.

 

  1. The icon will turn back to green and work can continue for the interview.

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