Records

Read a company or a person record.

• Read a company recordA tour of the company record page, from the header and tabs to the cards on the right.
• The cards on a company recordWhat each card on the right of a company record shows, field by field.
• The labels on a recordWhat the verdict under the name and the chip beside each field mean, in plain words.
• People, Decision-makers and Generic on a recordThe three tabs that list the people and role mailboxes at a business, and how to search them.
• Signals, Activity, Notes and Tasks on a recordWhat the last four tabs on a company record show, and where your notes and tasks are kept.
• Read a person recordWhat the person page shows for a director or contact, and what its buttons do.
• Groups, head offices and branchesHow a business that has several sites appears, where the head office is, and how phones and people are kept per site.
• Use Enrich now on a recordCheck one business again for anything missing, from its record page.
• Add a record to a list or export itUse Add to list and Export from a company record, and what each does.
• Why a field on a record is emptyThe words a record uses when a field has nothing, and what you can do about each.
• Correct a record: what you can and cannot changeYou cannot edit a field on a record, but you can ask for a re-check, report a problem, and keep your own notes.