Once you search for a company, youâll land on its profile. Here, in addition to viewing all the firmographic information, youâll have a variety of tools to manage the company quickly and efficiently.
At the top of the profile, you can:
â Add the company to a group: easily choose an existing one or create a new group.
đ Start a decision: start decisions directly from the profile, without navigating to the Decisions page.
đ Request a company report: get a report with a single click.
đ Access activity history: review all actions your team has taken related to this company.
On the right-hand side, youâll 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, youâll see:
đ 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.