Companies
Company records are the businesses that your firm will add to their account.
To navigate to the Companies page, click on the Companies icon located in the blue toolbar on the left hand side of your screen.
In this section you will find a complete list of companies that have been entered and/or imported into to you ABLE account. You can also search for a specific company and filter the list down to a targeted group of companies.
Searching
You can search for companies in ABLE two different ways:
- Using the global search box in the top right-hand corner of the ABLE screen. In this field you can search by contact or company name.
- In the 'Companies Search' bar located at the top of the Companies page. Begin typing the name or website address of the company. The list of companies will narrow to match the criteria you have entered.
When you find the company you are looking for, select that company to view and edit.
Filtering and Exporting
Located just beneath the search bar, the filter rows allow you to limit the list of companies you view by specific criteria. Companies can be filtered by tag, industry, affiliation and more. Filters can be used in any combination you choose. Once you have restricted the list to the appropriate contacts, you can click the export button to download the appropriate company information.
Tip: If you frequently use a specific set of filters, you have the option to save that filter as a view.
More questions? Email us at support@growwithable.com
