Description
A report tab type for manually adding and removing individual companies to a list.
Explanation
This tab type is best used for a few cases:
- You only have a few companies you want to work with so you want to create a list as quickly as possible
- There are no common traits between the companies you want to add so you can't use a Filtered List
- You want a list where the companies will never be dynamically added or removed
Guide
Create a manual list
Click the report tab dropdown and click the New Tab button.
Select "Add companies manual" from the list.
Add a company to a manual list
Select the Add button. Search for the company you wish to add in the fullscreen modal and add it to your report.
Delete a company from a manual list
Select the checkbox next to the company or companies you wish to remove. Click the Delete button.