Collections can be created in two main ways:
Uploading a set list of companies from your internal systems/a spreadsheet: Check out our guide here on how to do this
From the Advanced Search results (read on!)
Option 2 allows you to set up the Collection with Auto-add enabled, turning a list into a live-updating watchlist of interesting companies or new leads.
Start by building your Advanced Search - for ideas on how to get started, check out the Advanced Search section of our Help Centre.
Then, once you're happy with your results list, click 'Add to collection':
From here, you can either create a new Collection or add this list of companies to an existing Collection.
If you choose to create a new Collection, you can then follow the prompts on screen to customise it:Test
Step 1: Set the name, purpose and (optional) description:
Step 2: Choose Dynamic or Static List
Each collection created via Advanced Search can be set-up as a dynamic list, which means any new companies which enter the market or grow/develop to match your search criteria in the future will automatically be added to the Collection. Alternatively you can choose to have a static list where you will simply keep the current list of companies.
Within a dynamic list, you can also choose to Auto-remove companies which no longer match the original criteria you used to build the Collection (e.g. if they grow outside of a specified employee count range, or move their Head office out of a specified location).
You can then choose to receive email alerts when new companies are added to the list, and select the frequency at which you receive them, and the day of the week they arrive on:
Step 3: New Activity Updates
Each Collection created via the Advanced Search allows you to set up activity alerts, which can alert you to any new investments, news articles, hires, financial account filings, office changes etc. associated with any of the companies in the list.
You can tailor which activity updates you receive - automatically the recommended activity updates will be selected which are based on the collection purpose you selected at the start. However you can customise which alerts you receive by clicking 'custom' and selecting the relevant activities:
As with the auto-add settings, you can also choose the frequency and day of your emails:
Step 4: Sharing permissions:
Choose from the following 3 privacy levels:
Private: Only visible on your account by you.
Shared (view only): Can be viewed, but not edited, by other colleagues with Beauhurst accounts
Shared (collaborative): Any colleague with a Beauhurst account can view, add, remove, or tag companies in the Collection. For more information on Tags, see our page here.
Then, click Create collection, and you're done! You can then choose to either view collection or return to the previous page (ie. the advanced search you had created).
These lists can now be found under 'My Beauhurst' → 'My Collections' in the top-left corner of the platform.