In this article, you'll learn how to easily search for any company on the Exchange, add companies to your portfolio directly from search results, and ensure that you access the most accurate company information. If a company doesn't exist on the Exchange yet, you can also add them to the Exchange.
Searching
To add a company that already exists in the Exchange, follow the steps listed below:
1. Navigate to either the Customer Portfolio or Third Party Portfolio depending on your use case.
2. Click on + Add Company to be directed to the Company Search page.
3. Search for a company by name or URL.
4. Click View Profile within a company card if needed to choose the appropriate organization from the search results, and click Add to Portfolio to add the desired organization to your portfolio.
Once an organization is in your portfolio, you can request data from them.
If you cannot find a company in the search, please request to add it to the Exchange by following the steps in this article: Adding a New Company to the Exchange