- To enable Midaxo Insights for a Project, select the Link a Company icon on the upper-right corner of any Project Card on the Pipeline, OR select the Link a Company icon on the upper-left side of the Project Cover Page.
- Search for the Company to link.
- Click Save to link the selected Company.
- Midaxo Insights will now automatically display key company information, links to additional data sources, and an embedded Google Maps at the bottom of your Cover Page*.
- Select the refresh button on the upper-right corner of the Midaxo Insights Cover Page section to receive the most recent data.
- Unlink a Company by clicking the Company logo, and then click the Unlink icon on the right side. You can then link a different Company or click Save to remove Insights from the Project.
*Midaxo partners with Clearbit to populate the Midaxo Insights information.