Company Groups are customizable saved searches that automatically surface projects and activity linked to specific companies. Use them to track clients, competitors, or potential leads.
How to save a Company to a Company Group
From a company profile page, click "Save Company"
Select the market location you wish to track, click Continue
To add more companies to this group, click "+Add" in the Companies section
Click "Find Companies"
Search Companies by name
Click the add button "+" when you find the company you want to add.
Repeat to add more companies
Click Save and Close when you are done adding companies.
If you wish to add additional project filters, you can do so.
Click Save Group
Name your group
You can also create company group from the Dashboard from the "New Company Group" button. The process is the same as above.
How to add or edit a company group
Click Edit search filters
Edit companies or search filters using the same process as above
Have more questions about company groups?
Reach out to our team at support@mercator.ai, or open a chat with us and we'll get started on your request!