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Viewing recommendations in All Companies

Systematically reviewing your recommendations is crucial for thorough analysis. Clicking on the company profile allows you to delve deeper into each recommendation, offering a comprehensive understanding of why a company was recommended.

Step by Step Guide

  • Head to “Companies Page”
  • Click “All Companies”
  • Add Quick Filter ‘Has ever been Recommended ‘True’
  • Add Quick Filter ‘Recommendation is active ‘True’
  • Click on the Company Profile
  • Review profile
  • Scroll to “Recommendation” widget
    • “Accept Recommendation” or “Reject Recommendation”
      • Accepting recommendation gives you the option to push to your CRM
    • To move to the next profile press the arrow button above the company name.

To easily review your recommended companies, first click on a company's profile for a detailed evaluation. After reviewing, simply press the arrow icon in the white box to seamlessly proceed to the next company on your list.