A group allows you to group a list of companies. This list of companies can be named according to the order or classification that you require to have a better control of your portfolio. This functionality is in the "Portfolio" section under the "Groups" option, you will also be able to see the last groups used in your "Dashboard/Home" screen.
In a group you will be able to perform the following actions:
Add a company to a group.
Add a role to a group.
Define preferred segment: this action is useful if you want to evaluate companies in a group with the same decision segment.
Start segment request by mass or individual load: starts an evaluation for all companies in the same group.
Request reports: click on the button to request reports in a single movement for several companies, select the language and your preferences.
Request report for an individual company.
Move to: move a company to another group. It is possible to have the same company in different groups.
Remove a company from the group.
Share the group with other team members.
Use the group filter when viewing the "Reports" section.
Check out our guide on how to set up a group!