Within each project card is the option to link the target company with their public information- we call this Midaxo Insights. Midaxo Insights can be added to the project card as part of the project creation, or added later to an established project card.
Enabling Midaxo Insights during Project creation
- +Create Project or the plus (+) icon at the bottom of the desired Stage.
- Enter the Company Name and select the company.
- Please Note: Not every Company will have available information.
- Click Create and view project.
- Midaxo Insights can be found in the bottom section of the Project card.
Enabling Midaxo Insights in an established Project card
- Click on the Link a Company button located in the upper right corner of the desired project card or click the Link a Company icon in the upper left side of the Project Cover Page.
- Search for the company to link.
- Select the company, then click Save.
- Click the refresh button located in the upper right corner within Midaxo Insights to receive the most up to date data.
To Unlink a Company
- Click on 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 Midaxo Insights from the Project.
*Midaxo partners with Clearbit to populate the Midaxo Insights information.