Groups allow you to create a list of companies. You can name this list of companies according to any order or classification you require to have better control of your portfolio. This functionality is in the Portfolio section, and you will also be able to see the last used groups on your Home page.
You can perform the following actions with a group:
Add a company to a group.
Upload a group of companies to a group with a .csv file.
Define a preferred segment, this action is useful if you want to evaluate companies in a group with the same decision segment.
Start segment requestsby bulk or individual upload and start an evaluation for all companies in the group.
Request reports by clicking the button to request reports for several companies, and select the language and your preferences.
Request the report of a company individually.
Move a company to another group. It is possible to have the same company in multiple groups.
Remove a company from the group.
Use the group filter when you are viewing the Reports section.