Click Add Company to add a business, or use the search bar to find one.
Understand the columns
Name: The company name. Click the arrow beside it to show or hide its competitors.
Get Insight: Open the Agent with the company and its linked competitors preselected.
Competitors: View the competitor count or click + to add competitors.
Visits: Recorded visits, with a trend line showing activity over the last 14 days.
Microsites: Select a microsite associated with the company to open it.
Owner: The person responsible for the company. Click their avatar to assign another workspace member.
Status: Whether the company is ready to use.
Open a company profile
Open the three-dot menu and select View Company. The profile opens in a panel on the right, so you can explore it without leaving the dashboard.
To investigate further, click Get Insight.
Organise your rows
Drag the handle to the left of a company’s logo to move it. Drop it at the top or bottom edge of another row to change its position.
🚨 Dropping a company onto the centre of another row links it as a competitor instead.
Your row order is personal, it doesn’t change your teammates’ dashboards. Clear the search bar before reordering.
Remove a competitor or company
To unlink a competitor, open its three-dot menu and choose Remove from [company]. This removes the relationship, not the company.
Delete removes the company. Check carefully before confirming; deletion cannot be undone.
As always, feel free to say hello, pitch and idea or pass on your feedback 👋