You can request an Insight on an Item from a few different areas of CrossLead. 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 an Item

2. The Action Icon on Item tiles in the Plan Hierarchy page

3. The Request Insight from all Item Owners button in the editor of the Plan Hierarchy

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

Did this answer your question?