You are now a pro at tracking different markets and landscape trends, diving deep into Organizations, People, and Deals, as well as building your own Lists. Today, we are looking at workflow tools that enable you to follow ideas, keep track of processes and collaborate across your team.
Each Organization List has a tab titled 'Market Map'. Market Maps allow you to visually organize a market into sub-groups of similarity. Use HolonIQ's pre-built market maps or create your own categories.
The Kanban board is available for custom Lists of Organizations. You can create stages and move organizations along those stages to visualize progress, status or any other workflows. This is a great tool for building deal flows, narrowing down a list of organizations as you do discovery, or even segmenting organizations in your list into different groups.
Score Organizations, People or Countries.
The scoring power tool helps you and your team to prioritize, rank and target in a collaborative, transparent and data-driven way. Setup your scoring rubric where you can define up to five scoring criteria and weights to be scored.
You and your team can leave notes on Organization's and People's profiles and also attach documents. You'll receive a notification when a team member leaves a note.
You can use tags with your team and use them to create custom collections of Reports, Developments, Analyst Notes and Lists.