Understanding the Research tab


The Research tab provides comprehensive and up-to-the-minute information about companies so you can stay informed about their industry, examine similar accounts (their competitors), and research financial data before you approach them for business conversations. In the Research tab, all information about a company appears on a unique details page, where you can also do the following:

  • Discover industry specific information for a company in your target accounts, along with an industry profile that includes SIC and NAICS details.
  • Get real-time business information about similar accounts (competitors) who may become prospects and future customers.
  • Learn more about the company’s financial status.

Note: The Research feature is available for Account, Lead and Opportunity work areas that have the company entity type.

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