Need to know Essentials
We’re here to help you in get the most out of your platform. Here are a few need-to-know essentials to get you started.
Set up your Browser Extension
The Browser Extension allows you to identify and access key company data directly from external websites. It’s supported by Chrome, and all Chromium-browsers including Edge and Arc. This tool is particularly useful for quickly checking if a website matches a company in your platform database and, if not, adding the company manually.
Review and customise your company "All Companies" table
Your platform offers a holistic view of all your company data points, integrating information from your data sources and Custom Properties in a single overview.
Using Quick Filters
These configurable filters are designed to ensure you can utilise your most commonly used search criteria right away, having your favourite filters always readily accessible. Quick Filters are connected using a general “AND” condition between each filter, so they are best suited for simpler searches.
Creating collections from "Collections" page
Create company lists for research and monitoring purposes. There are two methods:
- Manually
- From CSV
Tutorials and contextual help
In addition to this help guide there are number of interactive tutorials available on the platform. These can be accessed at any time from your User Menu on the top right of the page, and in some cases a tutorial will be suggested to you when you're visiting an area of the platform for the first time.