---
title: Need to know Essentials
description: Need to know essentials
---

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1. [Help Guide](https://dealengine.tech/help-guide?hsLang=en)
2. [Getting started](https://dealengine.tech/help-guide/getting-started?hsLang=en)

# Need to know Essentials

#### We’re here to help you in get the most out of your platform. Here are a few need-to-know essentials to get you started.

### Set up your Browser Extension

The Browser Extension allows you to identify and access key company data directly from external websites. It’s supported by Chrome, and all Chromium-browsers including Edge and Arc. This tool is particularly useful for quickly checking if a website matches a company in your platform database and, if not, adding the company manually.

[Full article](https://145866342.hs-sites-eu1.com/help-guide/set-up-your-browser-extension?hsLang=en)

### Review and customise your company "All Companies" table

Your platform offers a holistic view of all your company data points, integrating information from your data sources and Custom Properties in a single overview.

[Full article](https://145866342.hs-sites-eu1.com/help-guide/reviewing-and-customising-the-table?hsLang=en)

**Using Quick Filters**

These configurable filters are designed to ensure you can utilise your most commonly used search criteria right away, having your favourite filters always readily accessible. Quick Filters are connected using a general “AND” condition between each filter, so they are best suited for simpler searches.

[Full article](https://145866342.hs-sites-eu1.com/help-guide/using-quick-filters?hsLang=en)

### Creating collections from "Collections" page

Create company lists for research and monitoring purposes. There are two methods: 

- Manually
- From CSV

[Full article](https://145866342.hs-sites-eu1.com/help-guide/creating-collections-from-collections-page?hsLang=en)

### Tutorials and contextual help

In addition to this help guide there are number of interactive tutorials available on the platform. These can be accessed at any time from your User Menu on the top right of the page, and in some cases a tutorial will be suggested to you when you're visiting an area of the platform for the first time.

- [Getting started](https://dealengine.tech/help-guide/getting-started?hsLang=en)
- [Admin & Settings](https://dealengine.tech/help-guide/admin-settings?hsLang=en#main-content)

    - [Platform customisation](https://dealengine.tech/help-guide/admin-settings?hsLang=en#platform-customisation)
    - [User menu](https://dealengine.tech/help-guide/admin-settings?hsLang=en#user-menu)
    - [Data Management](https://dealengine.tech/help-guide/admin-settings?hsLang=en#data-management)
    - [Alerts & Emails](https://dealengine.tech/help-guide/admin-settings?hsLang=en#alerts-emails)
- [All Companies](https://dealengine.tech/help-guide/all-companies?hsLang=en#main-content)

    - [Using and Saving Filters](https://dealengine.tech/help-guide/all-companies?hsLang=en#using-and-saving-filters)
    - [Other Features](https://dealengine.tech/help-guide/all-companies?hsLang=en#other-features)
- [Company Profile](https://dealengine.tech/help-guide/company-profile?hsLang=en#main-content)

    - [Company Profile Options](https://dealengine.tech/help-guide/company-profile?hsLang=en#company-profile-options)
    - [Overview Tab](https://dealengine.tech/help-guide/company-profile?hsLang=en#overview-tab)
    - [Other Tabs](https://dealengine.tech/help-guide/company-profile?hsLang=en#other-tabs)
- [Recommendations](https://dealengine.tech/help-guide/recommendations?hsLang=en#main-content)

    - [Company Recommendations](https://dealengine.tech/help-guide/recommendations?hsLang=en#company-recommendations)
- [Collections](https://dealengine.tech/help-guide/collections?hsLang=en#main-content)

    - [Collections Page](https://dealengine.tech/help-guide/collections?hsLang=en#collections-page)
    - [Within a Collection](https://dealengine.tech/help-guide/collections?hsLang=en#within-a-collection)
- [News](https://dealengine.tech/help-guide/news?hsLang=en#main-content)

    - [Using and Saving Filters](https://dealengine.tech/help-guide/news?hsLang=en#using-and-saving-filters)
    - [News Articles](https://dealengine.tech/help-guide/news?hsLang=en#news-articles)
    - [Watchlist](https://dealengine.tech/help-guide/news?hsLang=en#watchlist)
- [Transactions](https://dealengine.tech/help-guide/transactions?hsLang=en#main-content)

    - [Using and Saving Filters](https://dealengine.tech/help-guide/transactions?hsLang=en#using-and-saving-filters)

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