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Marketing Trends
Auto-approved on save — internal use, no moderation step.
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Sales Intelligence
Early stage — prospect targeting signals. Auto-approved, no moderation step.
Prospects
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Setup client
Onboard a company — generates its ESG profile and search queries.
Unique per client. Required to onboard more than one company — leave blank only for the single default test client.
Comma-separated. Split out compound categories (e.g. "Engineering & Industrial Manufacturing" → two entries) rather than one combined string.
Comma-separated. Required — there's no AI-research fallback, so onboarding fails without this (or a prefilled Django profile).
Comma-separated list of applicable regulations