Company Search Page Overview

*Please note: The details in this article are not currently on in product and are only on for specific customers participating in our beta release.

The Company Search Page is your main dashboard to search for companies within the exchange and add them to your portfolio or, if they are already in your portfolio, to request data on them. You can find this page by clicking "Add Company" button on the Portfolio Manager page.

To better understand the different elements of the Company Search page, get acquainted with our terminology below:

• Company Search
• Company Information
• Action Buttons
• Create a New Company

Company Search

The company search page will open with a search bar and a filter drop down. The filter will allow you to filter the companies by a specific Country; only one country can be selected at a time. Our search bar requires that at least (3) characters to be entered in order to start searching. However, you are encouraged to enter the full name of the company you're searching for in order to receive the most accurate results. 

Company Information

Once you type in the company you are looking for, we will begin to process results that match your search. Companies that best match your search terms will be returned, with most confident matches being returned first. The companies will be displayed in their individual boxes and display the companies information:

• In Exchange or In Portfolio
  • this displays to let you know if the company is in your portfolio or in our exchange.
  • only displays if applicable
• Number of Customers
  • this displays the number of relationships this company has with customers
  • only displays if applicable
• Number of Third Parties
  • this displays the number of relationships this company has with third parties
  • only displays if applicable
• Attested Available
  • this displays if an attested assessment is available
  • only displays if applicable
• Unregistered
  • this displays if the company has not been claimed and is considered unregistered
  • only displays if applicable
• Company Name
• Address
• Description of Company
• Company URL

Action Buttons

Each company that appears will have buttons where you will be able to perform different actions.

If a company is already in your portfolio, you will see the following buttons:

• Request Data
  • This will allow you to request data on that company and will bring you to the Build Portfolio flow 
  • If you have already requested data on this company, this button will be grays out and un-clickable
• View Profile
  • This will allow you to view the company's profile and will bring you to their Vendor Profile Page

If a company is in the exchange, but not in your portfolio, you will see the following buttons;

• View Profile
  • This will allow you to view the company's profile and will bring you to their Vendor Profile Page
• Add to Portfolio
  • This will allow you to add the company to your portfolio and will bring you to the Build Portfolio flow 

Create a New Company

If you are unable to find the company you are looking for, you will have the ability to create a new company to add to our exchange. At the bottom of the screen, there will be a blue box that says, "Didn't find the company you were looking for?" The entire box is clickable and will bring you to our create a new company flow where you can add company contacts, company information and request data on that company all on the same page. New companies added to the exchange will be created in a "pending" status until the company's information can be enriched via ZoomInfo.