Creating collections from "Collections" page
Create company lists for research and monitoring purposes. There are two methods through the buttons of the top right corner:
“Manually”:
Simply creates a new collection. Once saved, open the collection to start adding companies individually or via CSV.
Step-by-Step Guide:
- Head to “Collections Page”
- Press “+ Manually” button
- Add Name
- “Name”
- “Visibility”
- “Description”
- Optionally, click on the “Add more details” checkbox (which includes collection type, start and end dates, and country).
- Press “Save”
- Open your newly created collection and choose your company upload method
“From CSV”:
With this option you can create new collections or select existing ones and add companies via the CSV template provided.
Step-by-Step Guide:
- Head to “Collections” page
- Press “+ From CSV”
- Download the template by pressing “get template” link
- Click on the file upload area or drag directly the CSV in the required format
- The status will change to “Awaiting Upload”
- Press “Collections(*)” tab to select existing collections or create new one
- To create a new one, press “+ New Collection”
- Enter Name, Visibility and Description with the option to add more details
- Press “Save”
- Open “Collections” dropdown and select the newly created collection(s)
- Press “Upload”