Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record.
To create an Ex-ante scenario directly from the Homepage, hover over the Research tab and select the down arrow:
Select New Research
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:
As we have created the research directly from the homepage, you will need to search for the client:
Note - Client field will already be completed if research is created in the contact record.
Complete the remaining fields:
Save:
This will take you directly into the research:
If using a Central Investment Proposition, we will need to choose whether to use a segment or conduct Whole of Market research:
Please note - If the whole of market button cannot be enabled, you do not have the permissions to overwrite the segment/s assigned to you in the CIP. Your Administrator can assign this for you. Article Pathways Administrator - Assigning Whole of Market permissions explains how this is applied to your account.
Once the segment is selected, Save.
