Once you search for a company, you’ll land on its profile. Here, in addition to viewing all the firmographic information, you’ll have a variety of tools to manage the company quickly and efficiently.
At the top of the profile, you can:
➕ Add the company to a group: easily choose an existing one or create a new group.
📝 Start a decision: start decisions directly from the profile, without navigating to the Decisions page.
📄 Request a company report: get a report with a single click.
📋 Access activity history: review all actions your team has taken related to this company.
On the right-hand side, you’ll find:
⚡ Quick actions: customize the company reports you want to keep handy and instantly add the company to a Decision Flow or an Account Group.
At the bottom of the profile, you’ll see:
📄 Reports: request new reports or update existing ones. See the report status (pending or delivered), estimated delivery time, a brief description of the information included, and the date of the last update.