What You'll Learn
How to follow companies and projects (different from adding to sales pipeline)
Where to find and manage your followed items
How to see updates and notifications
Following vs. Pipeline
Following: Informal tracking to keep an eye on companies/projects
Pipeline: Adding to your sales process for active outreach
How to Follow
From Search Results
Go to Search
Search for companies or projects
Click the 3 dots located on the project/company card
Click the "Follow" button on any result
Button changes to "Unfollow" when added
From Individual Pages
Click on a company/project to open details
Click "Follow" or "Save Project" button
Item is now in your Follow List
Where to See Followed Items
Dashboard
Recent Activity section shows updates for all followed items
Saved Section
Click "Saved" at the top of dashboard
Four tabs: Projects Followed, Companies Followed, etc.
Shows last update info and timeline
What You'll See
Company/project name
Last update date
What changed (e.g., "Added as architect on Project X")
Timeline of all updates
Notifications
Get alerts when followed items update
Manage settings in Help Centre → "Follow and Notes" section
That's it! You can now track companies and projects that interest you without cluttering your sales pipeline.