The Settings menu lets you select Insight default products and settings, including the default tiles to display in Analyze.
Note: Not all options described in this section may be available in your Insight account. Contact your system administrator for more information.
This section contains the following topics:
To access the Settings menu,
The Insight settings let you select your default product, filter miscellaneous stage projects and select communication options.
You can set which project is displayed by default each time you log in. Note that this feature is dependent on your subscription and not all products may be available:
Note: Contact your sales representative or Customer Care for more information about adding products to your subscription.
You filter out miscellaneous stage projects in your search results. These are projects listed as Cancelled, Disqualified Lead or Duplicate Project. When excluded, only Planning, Bidding and Post-Bid stage projects are returned in your results. You can always modify this setting in your project results by using the Stage filter in the Filters menu.
To filter miscellaneous stage projects,
Select this option to see companies that are
Note: This option is not available to all users. Contact you sales representative or Customer Care for more information.
When set, the Update Filter returns only those projects with updates within the past 12 months that match your search criteria. Typically this means that fewer total projects overall are shown in the Leads window, but the projects that are available generally have a higher relevance to your business needs.
You can select which Analyze tiles are displayed in the window. Note that all tiles are displayed by default.
To select the tiles to be displayed,
To select the preferred country where your Analyze projects are located,