Company List

Every company in the public companies folder is shown on the Company List page. The list is by default sorted alphabetically.

The list includes column entries for Company Name, City, State/Province, Country, and Date Last Updated. Each column in the List can be sorted.

Clicking on the Details icon in the Companies List displays a Details panel (similar to the Opportunities Details panel) with the following data: # of Open Opportunties (with that company), # of Open Pursuits (with that company), and # of Contacts with Relationships at that company. It also provides a link to the Company Overview page.

NOTE The contents of the Company List, including the information on the Details panel, can be exported to Excel using the Export button.

You can filter the company names in the List using the search fields on the Filter pane. You can filter by City, State/Province, Country, and Company Name or combinations of them. You can also choose Show companies with open pursuits and opportunities.

To reset the filters and the list display, click Clear All in the Filter panel.

 

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