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Understanding management intent
How do I edit, pin or delete an Intent Topic?
How do I edit, pin or delete an Intent Topic?

Customize your management intent searches by editing Intent Topics

Alex avatar
Written by Alex
Updated over a week ago

The Management Intent feature allows you to create and edit Intent Topics, allowing you to search millions of company documents for management intent that is relevant to you and your solutions.

For all of these actions, you will first need to navigate to Management Intent:

  1. Search for a company

  2. Click on Intent in the navigation bar

How to edit an Intent Topic

Once Management Intent has loaded, you can click on the drop-down menu for the Intent Topic you would like to edit.

A prompt will then open enabling you to rename the Topic or edit the keywords associated with it.

The Edit Topic option is only available for Topics that you have created yourself. If you would like to edit one of the default Topics, please choose Duplicate Topic instead.


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How to delete an Intent Topic

You can use the same drop-down menu and choose the Delete Topic option.

The Delete Topic option is only available for Topics that you have created yourself.

How to pin an Intent Topic

You can use the same drop-down menu to pin a Topic. Your pinned topic will load by default every time you visit Management Intent.

The pin icon shows which is your pinned Topic.

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