- To enable Midaxo Insights for a Project, select the Link a Company icon on the top-right of any given Project Card on the Pipeline OR select the Link a Company icon on the top-left of the Cover Page of a Project.
- 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 top-right corner of the Cover Page to receive the most recent data.
- Unlink a Company by selecting the Link a Company icon.
- Select the Unlink icon on the right-hand side.
- Link a new Company or hit Save to continue.
*Midaxo partners with Clearbit to populate the Midaxo Insights information.
