K
Kora Hodge
When using Olli for top-of-funnel account research (10-Ks, prioritization, outreach messaging, triggers), the document save flow requires selecting an existing account. This creates friction when:
  • The account doesn't exist in the system yet
  • The research is exploratory/prospecting work not yet tied to a specific deal
Current Workaround: Users must exit the save flow, create the account separately, then return to save the document.
Requested Solution: Enhance the document save modal with one or both options:
Option 1: Inline account creation: Add "+ Create New Account" button in the account selector, Allow users to create the account without leaving the save flow
Option 2: "General Research" classification: Add ability to save documents as "Prospecting Research" or "Unassigned", Allow documents to exist without account association, Enable account linking later when deal progresses
Use Case: Top-of-funnel research and prospecting activities where the account/deal doesn't formally exist yet in the system.
Impact:Reduces friction in research workflows and better supports pre-opportunity prospecting activities.