Adding companies to your Collection

There are a couple of ways you can start adding companies to a Collection throughout the CBI platform. To start, make sure you’ve either cloned an Expert Collection or have started building your own.

Add them from a Collection Sheet: From a company sheet, click the checkbox to trigger the action bar.

Click Add To, and then select a destination Collection. 

Click one of the available sheets or create a new one to add your selected companies to that sheet. If you select to create a new Collection or sheet, you will be prompted to title it. 

Add them from Top Search: With our Top Search functionality, you can add any of the companies or investors that surface to an existing Collection, or create your own.

Enter your search term and navigate to the Company or Investors tab.

Click the respective checkbox (or select all) to trigger the Add To menu. Then, select whether to Add To Collections or Stories.

Once you click “Add to Collections,” you’ll be prompted to select the Collection that you want to add the companies to, or you can create a new Collection. (Note: If they’re companies, add them to a company sheet, if they’re investors, add them to investors).

Add them from a Company Profile: Once you click “Add to Collections,” you’ll be prompted to select the Collection that you want to add the companies to.

Add them from Advanced Search: You can add companies and investors populated in an advanced search to your existing Collections, or create a new one based on the search.

Once the results load, select the companies you’d like to add. If you’d like to add all results, be sure to select “all” in the pop-up bar. 

Select Add to Collection and pick the Collection you would like to add to.


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