What you can do on the Portfolio page
By clicking the Portfolio icon in the left-hand taskbar, you can view and create groups of companies. This function is very useful for grouping key companies, customization is at your fingertips. Let's review each element step by step:
1) My Groups: find a list with all created groups and access with one click to see the detail of the group and the companies in it.
2) +New Group - Create a new group, enter a name and start adding companies to this to this new group when you see the +Add button.
3) Views - view the Portfolio panel as a block or list
4) Saved searches: Here you will be able to save searches you perform in order to create groups according to the needs of materials, services or any other search concept, and then assign them to specific groups and perform evaluations.
5) Uploads: In this section you will be able to bulk upload companies that your company is going to analyze.
Upload CSV file: You will be able to perform the upload through the CSV file template that is available here.
6) Submenu: Within the group cards, you can enter the submenu and choose the following options:
Share: this will allow you to give visibility of the groups you have created to employees in your company.
Change group name: click to change the name you wish to assign to your group. Remove company from group: delete the group from your portfolio or simply delete the group.
Decisions you have previously generated with the companies in the deleted groups will not be deleted.