Managing results

After a research job completes, its results are stored as Progrid.research.result records. Each result represents a single business discovered during the research process, complete with extracted contact information, confidence scoring, and activity assessment.

Viewing results

There are several ways to access research results:

  • From a job: Open a completed research job and click the Results smart button to see all results for that specific job.

  • All results: Navigate to CRM ‣ AI Research ‣ Results to see results from all research jobs.

  • My results: Navigate to CRM ‣ AI Research ‣ My Results to see results only from jobs you created.

Result views

Kanban view

The default view for results is a kanban board grouped by activity status. Results are organized into three columns:

  • Active – Businesses showing clear signs of recent activity (updated website content, recent blog posts, current copyright dates, active social media)

  • Unclear – Businesses where the AI could not confidently determine activity status (limited information available, ambiguous signals)

  • Inactive – Businesses showing signs of being dormant or closed (outdated content, broken pages, expired domains, old copyright dates)

Each kanban card displays:

  • Business name – The extracted company name

  • Confidence score – Displayed as a percentage badge (0-100%)

  • Website – The source URL where the business was found

  • Key contact info – Email and/or phone if available

List view

Switch to list view for a tabular display of all results. Columns include:

  • Business Name – Extracted company name

  • Activity Status – Active, Unclear, or Inactive

  • Confidence – Score as a percentage

  • Email – Primary contact email

  • Phone – Primary phone number

  • Website – Source URL

  • Job – Link to the parent research job

  • Lead Created – Whether a CRM lead was generated from this result

Filtering and searching

By confidence score

Use the Confidence filter to focus on results meeting a quality threshold:

  • High confidence (>75%) – Reliable data with strong evidence

  • Medium confidence (50-75%) – Usable data but some fields may be incomplete

  • Low confidence (<50%) – Limited data; manual verification recommended

Tip

For the best results when creating CRM leads, focus on results with confidence scores above 50%. The automatic lead creation in the deliver phase already applies this threshold.

By activity status

Filter results by their activity assessment:

  • Active – Focus on businesses that are currently operating

  • Unclear – Review these manually to determine if they are viable prospects

  • Inactive – Useful for specific campaigns targeting dormant businesses (e.g., web redesign services)

By job

Use the Job filter or group-by option to see results from a specific research job. This is helpful when comparing results across multiple research runs.

Result detail view

Click on any result to open its full detail form. The form contains the following sections:

Business information

Field

Description

Business Name

The company name as extracted by the AI from the web page content.

Email

Primary contact email address. Multiple emails may be stored as comma-separated values.

Phone

Primary phone number extracted from the website.

Website

The source URL that was analyzed.

Services

A description of the services or products offered by the business, as extracted by the AI.

Scoring information

Field

Description

Confidence Score

A percentage (0-100%) indicating how confident the AI is in the accuracy of the extracted data. Higher scores indicate more complete and verifiable information.

Activity Status

One of active, unclear, or inactive, based on the AI’s assessment of business activity signals.

Evidence

The raw text and signals the AI used to make its scoring decisions. This field provides transparency into how the confidence score and activity status were determined.

Creating CRM leads from results

There are two ways CRM leads are created from research results:

Automatic lead creation

If the Create Leads deliverable was enabled on the research job, leads are automatically created during the deliver phase for all results with a confidence score above 50%.

Each auto-created lead includes:

  • Lead name – The extracted business name

  • Contact email – From the result’s email field

  • Phone – From the result’s phone field

  • Website – The source URL

  • Description – The extracted services description and AI evidence summary

  • Source – Tagged with the UTM source “AI Research” for tracking

  • Tags – Tagged with “AI Research” for easy filtering in the CRM pipeline

Manual lead creation

For results where automatic lead creation was not enabled, or for results below the 50% confidence threshold that you still want to pursue:

  1. Open the result detail form.

  2. Click the Create Lead button in the form’s action bar.

  3. Review the pre-filled lead form that opens.

  4. Adjust any fields as needed (salesperson, sales team, expected revenue, etc.).

  5. Click Save.

Note

The Create Lead button is only visible if a lead has not already been created for this result. If a lead exists, the CRM Lead smart button links to it instead.

Partner deduplication

When creating leads or enriching partners, the system checks for existing records to prevent duplicates:

  • Email matching – If a partner with the same email address already exists, the system links to the existing partner instead of creating a new one.

  • Website domain matching – If a partner with the same website domain exists, the system recognizes it as a potential match and can enrich the existing record.

Important

Deduplication is based on exact email matching and domain-level website matching. Variations in email format (e.g., info@company.com vs contact@company.com) are treated as different contacts.

Exporting results

To export results to CSV:

  1. Navigate to CRM ‣ AI Research ‣ Results.

  2. Use filters to select the desired results.

  3. Select the records using the checkboxes in list view.

  4. Click Actions –> Export from the action menu.

  5. Choose the fields to include and click Export.

If the Export CSV deliverable was enabled on the research job, a CSV file is also generated automatically during the deliver phase. This file can be downloaded from the completed job’s form view.