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Review and customise "All Companies" table

The "All Companies" page is an essential research and triage tool, designed to provide a consolidated, customisable, and collaborative environment for effective company data analysis. It ensures the information from your data sources and Custom Properties is easily available, streamlining and enhancing the research experience.

This page displays your full company universe, which can be refined using Quick and Advanced Filters and then saved into private, public or team “Views”. These allow you to save dynamic company queries according to your organisational and strategic setup, and receive e-mail alerts based on them. You can apply filters like sector, country, and financial parameters to narrow down your focus, empowering teams to monitor segments of interest and keep up with the latest matches.

To quickly access the most relevant Views to your workflow, the “Select Views” dropdown on the “All Companies” page is organised into distinct groups: Favourites, Teams (as many Teams as to which the user belongs), Private and then Public.

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. Make the best out of it by:

  • Choosing the columns you wish to see using the “Customise table” button on the top right and/or changing the columns order by dragging the headers, allowing for a swift initial evaluation and a deeper exploration of interesting companies
  • Interrogating the data by sorting the columns within the table that have this option available, giving you a comprehensive review from multiple angles
  • Picking your desired UI by switching between display modes, with a “Compact display” option available to fit the content and controls within your screen size
  • Identifying at a glance your prioritised sources from the available selection of data sources. Within each cell, when a data point is displayed in bold, it signifies that it comes from a preferred source.
  • Quickly access the key external pages for each company by clicking the icons provided under the company name, such as the website, LinkedIn and CRM record.

Any customisations you make will also apply to the Collections page and vice versa, as the configuration is shared.

 

Apply actions to multiple companies at once

The “Bulk actions” feature helps you speed up your workflow by allowing you to apply actions to multiple companies at once.

Step-by-step guide:

  1. Press the checkbox next to a company’s logo
  2. A toolbar will appear at the bottom of the table, displaying the actions available to you
  3. Depending on your platform configuration, you can add the selected companies to Collections or apply "My Tags"
  4. You can perform multiple actions on the same selection without needing to reselect the companies
  5. If you want to clear your selections, you can click the “X Clear” button in the toolbar or manually deselect all selected companies

You can select companies across multiple pages. To quickly select all companies on a page, use the checkbox at the top of the table header. Clicking it again will deselect all companies on that page.