Ex-Ante - Creating research within a client record

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: