Company profile widget: Custom Properties
Your Custom scores evaluate companies across several financial and operational metrics to assign a score ranging from 1 to 5 stars or percentages etc for factors like revenue or headcount growth. Other criteria such as the company's region or HQ, can further refine your scoring. This scoring system allows for a nuanced assessment of companies based on a your customised set of financial and operational metrics, facilitating a detailed comparison and evaluation process.
Custom Properties are always available for filtering even if they have been marked as hidden when viewing the Company Profile.
To configure the display order of your custom properties contact your Account Director.
Gain access to crucial information from your CRM that you wish to incorporate into the company profile, broadening your overview of the company profile with your CRM data points.
Edit Custom Scores
Disagree with the scoring? Effortlessly modify your personalised score using the custom properties widget.
Step-by-Step Guide:
- Head to “Companies Page”
- Press “All Companies”
- Navigate to Company Profile
- Head to company profile
- Scroll to Custom scores
- Click the “Edit” pencil icon
- Edit the scoring by clicking on the star
- Press “Save”
If you've made changes but wish to see the original score, press "Reset to original value.”