Research

Introduction to Research

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Navigating and Managing Research Workbooks

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Creating Your Research Worksheet

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Supercharge your research with AI-powered prompts and AI functions

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Creating a custom AI prompt

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Find Competitor Contracts

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Finding Nearby Customers

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Generating Talking Points

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Account Research and Opportunity Scoring

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Changing Research Workbook Visibility

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Add your own Notes to any worksheet

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Setting or changing a default worksheet in your workbook

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Copy Columns from an Existing Research Worksheet

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Where can I use my Account Scores and AI Research Outside of Pursuit?

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Using Account Research and Account Scores in Your CRM

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How to Archive Research Worksheets

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How Dependent Columns Work in Research

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