Changing the Status of a Company

Adding a New Company to Your Portfolio

When you find a company through Search or Grow, click Add to portfolio and select the appropriate status for the company.

Changing the Status of an Existing Company

For companies already in your portfolio, open the company and go to the Overview tab. The Properties card on the right holds Status, Assignees and Tags — click the current status to open a dropdown and select a new one.

On a private person page the same controls stay in the page header, above the tabs.

Companies added to your portfolio are filterable by status, making it easy to track where each company is in your workflow.