Working with the Insight: Search page

The Insight: Search page lists projects and companies currently active in Insight that match the Intelligent Leads entitlement level for your company. The list can include projects and companies already imported into your Salesforce account. Use the Insight: Search page to import projects and companies into your Salesforce account for further action. 

Note: The Insight: Search page may not be part of your Insight Sync account. For more information, contact your sales or support representative. 

This section contains the following topics:  

How to use the Insight: Search page

The Insight: Search page lists the Insight projects and companies matching the entitlement level for your company. Use the Search page to review projects and companies for potential opportunities, leads, accounts and other options. 

To use the Insight: Search page,

• use the features on the page to sort, filter, and search the list of projects and companies. You can also view the details pages for both projects and companies in Insight. Use the topics in this section for more information about performing these tasks.  
  
  
• To view the details of a project or company in Insight Sync, click on the Name value in the column list to open the related details page. From there you can review the project or company and depending on the item, create an opportunity, lead, account or other option. For more information, see the Help topic next to each feature on the related page.    

Switching between projects and companies

To switch between viewing projects and companies, 

• click to select either Insight Projects or Insight Companies in the upper right corner of the page. 

Result: The window refreshes and the selected list is displayed.

Understanding project and company status

The icons next to the listings on the page indicate the import status into your Salesforce account:

Selecting and ordering the columns

You can select up to 10 columns of project or company values to be displayed in the window. You can also select the left to right column order along the page.

Note: For a description of the column values, see the following: 

• Understanding project column values
• Understanding company column values

Selecting and ordering columns on the page  

To open the column selection menu, 

• • click the option in the upper right section of the page.

To select the columns to display, 

• • in the menu, select values in the Available Fields menu
  • click the arrow for Add to move them to the Selected Fields menu. 

To order the columns along the page, 

• • select the value in the Selected Fields menu
  • click the arrow for either Up or Down. 

Importing projects and companies

You can import any of the projects or companies displayed on the page into your Salesforce account. Imported projects are displayed on the the Insight: My Projects and Insight: Projects pages, and imported companies are displayed on the Insight: Companies page.  Note that the projects and companies that you import still appear in the Insight: Search page but are now marked with the Sync icon. 

To import individual listings, 

• • click the Import icon on the line for the project that you want to import: 
    

Result: The project or company record is imported and a confirmation message is displayed at the top of the window. 

To import a range of listings, 

• • select the projects or companies in the list that you want to import: 
    
  • Click the Import Records icon on the upper right side of the page. 

Result: The selected listings are imported and a confirmation message is displayed at the top of the window. 

Manually updating projects and companies

The projects and companies on the page are updated each night with any significant updates to the project listing. You can also update your imported projects and companies  at any time using the sync feature. This lets you capture any new information for your imported projects without having to wait for the nightly update.  

To manually update a project or company

• click the Sync icon on the line for the project or company:
   

Result: The listing is updated with any available new information. 

Using the search feature

The search feature at the top of the page lets you locate words that are used in the either the project or company listings on the page. 

Note: You can only perform a simple search. Advanced and Boolean searching is not currently supported. 

To search listings, 

• enter the search terms in the search bar at the top of the page and then click the spy glass icon.

Result: The menu refreshes with the listings that match your search terms. 

Note: Click the Insight: Search tab at the top of the window to reset the page.   

Using the filters menu

The Filters menu on the left side of the page let you filter your results with a range of options. Each time you apply a filtering option the list refreshes with the revised results. 

To use the Filters menu, 

• select the filtering option from the list and then click Apply. 

Result: The list refreshes with the revised results. Click Clear Filters to reset the menu. 

Notes:

• • To see all filters for an option, click the arrow >  to expand the option menu.
  • You can still apply filtering options even when the column for the selected option is not currently displayed in the window.  

The following table describes the options in the Filters menu. 

Understanding project column values

The following table describes the values for the project columns in the list.  

Notes:

• To set which columns show in the list, see Selecting and ordering the columns.  
• For company column values, see Understanding company column values. 

Understanding company column values

The following table describes the values for the company columns in the list.  

Notes:

• To set which columns show in the list, see Selecting and ordering the columns.  
• For project column values, see Understanding project column values.