Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record.
To create an Ex-ante scenario within a contact record, either:
Search for the client in the top search bar:
Alternatively, find the client within the Contacts tab:
Select the client from the contact list:
Click New within the Research area:
If you would like to run a comparison with an ex-ante report, select the first option. If you wish to create an ex-ante report without the comparison, select the second option:
In this example, we are creating an Ex-ante (Pre-Sales) scenario:
The client field will be populated automatically:
Note - Client field will not be completed if research has been created through the Research tab or homepage.
Complete the remaining fields & Save:
This will take you directly into the research: