You can search for companies from the project and company list pages, from the Snapshot window, and by running your saved searches.
This section contains the following topics:
The search bar tile is located on the Snapshot page and at the top of the project and company list page. You can use the search bar tile to locate companies, user-entered notes associated with a company listing and the city for the company.
Notes:
The search bar may not be present in your version of Leads. For more information, contact your system administrator.
To search for companies using the search bar,
1 | Click to select the type of search you want to perform:
|
2 | In the search bar, enter your term or terms. You can do simple and complex searches:
Note: The only special characters supported when searching are the following: " " * ( ) Example: Using concre* returns all words beginning with concre, such as concrete, concreted, concretion etc.
|
3 | To run the search, click the spyglass icon. Result: The search runs and the companies matching your search terms are displayed. For information about refining your results and saving searches, see Working with the Company Details Page. |
Anytime the project list page is displayed, either when you first log in or after a project search, you can view the companies acting as participants or bidders on the projects listed by clicking Show Matching Companies at the top of the page:
You can refine the companies in the list by using the Filters menu on the side of the window. For more information, see Applying Filters to the Company List.
The totals tile on the Snapshot window displays the total number of companies available to you based on your subscription:
To access your subscribed companies from this menu,
You can search for companies by running a saved company search from your list of saved searches, located on the top right of both the Snapshot window and any search results page:
To run a saved search,
Note: Running a saved search overwrites any results currently displayed in the window. If you have made changes to a previously saved search, make sure to save the search before running another saved search.
For more information, see Working with Saved Company Searches.
The search summary tile on the Snapshot window displays your top ten saved searches and the results for both project and company searches. Each search runs daily and the totals for top categories are listed on the menu: