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Continuous Account Research: A Practical Guide - Lumnis

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  1. Refresh the parts of the account view that can change the decision: whether the company still fits the team's requirements; meaningful company, leadership, hiring, product, or strategic changes;

    In Account list refresh

  2. whether the company still fits the team's requirements; meaningful company, leadership, hiring, product, or strategic changes; the people whose roles make them relevant to the thesis;

    In Data decay and refresh cycles