Company

How to expand the company’s information view

You can learn more about a company by clicking on the company’s name on the Company Search page. A pane will open on the right side of the screen, including three tabs: Summary, Financials, and Peo...

How to search for companies by location

Go to the Company Search page. Click on the Locations filter. Then choose the relevant region from the drop-down menu, or enter a specific country, and click on Enter. If you would like to find compan...

How to expand the contact information view

You can learn more about a contact by clicking on the contact’s name, on the People Search page. Once clicking on the name, a pane will open on the right side of the screen. The pane includes two ta...

How to delete companies from a saved list

Click on the Custom Lists icon on the left navigation bar. Choose the relevant list you want to delete the companies from. Go to the Companies tab. Then, select the companies you would like to delete ...

How to add a saved list to Favorites

Adding a saved list to the Favorites section will help you quickly access this list. Click on the Custom Lists icon on the left navigation bar. Select the relevant list you would like to add to Favori...

How to edit a saved list’s name

Click on the Custom Lists icon on the left navigation bar. Select the relevant list you would like to edit. Click on the Edit icon on the right side of the list’s name. Edit the list’s name and th...

How to delete (archive) a saved list

Click on the Custom Lists icon on the left navigation bar. There are two ways to archive a list: Select the relevant list you want to archive, and click on the Archive icon on the right side of the li...

How to share a saved list with your team member/s

You can share lists with your team members to edit, add, or delete companies/ contacts from the list. Click on the Custom Lists icon on the left navigation bar. Choose the relevant list you would like...

How to get back to a saved list

Click on the Custom Lists icon on the left navigation bar. Now you can explore your saved lists according to the lists’ names, number of companies, contacts, and more. Select the relevant list by cl...

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