Safer report preparation and more flexible account work

Three safeguards make it safer to keep working as your Shortlist changes.

What this means for you

• A ready report is never prepared twice. Accounts that already have a ready Growth Report are excluded from Prepare reports and Focus, including the price shown before you confirm. You keep the report you already paid for without another charge.
• Your records survive a changing Shortlist. If an account leaves the current Shortlist, its owned deals, contacts, notes, and activity remain available. Vergio labels the account as outside the current list and does not claim a current score or status for it.
• Outreach is no longer limited to Shortlist rows. In an admitted pilot workspace, you can enroll any account your workspace can access, including from an account or deal page. The same access check runs again when you enroll.

See Growth reports, Pipeline, and Outreach Studio.