You can request an Insight on a Project from a few different areas of the CrossLead Platform. Your colleagues will receive notifications and be able to create new Insights in response.

1. The Action Icon on the Share an Insight button on a Project


2. The Action Icon on Project tiles on the Plan Overview page

3. The Request Insight from all Project Owners button in the Plan editorĀ 


Use this feature to gather status updates prior to a meeting, or to keep your Plan up to date.

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