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.
Here is a video showing how to create a Collection from the Advanced Search:
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:
Step 1: Set the name, purpose and (optional) description:
Step 2: Tailor your activity email alerts
Each Collection created via the Advanced Search allows you to set up 2 optional email alerts. The first is the activity alert, 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.
The second alert is the auto-add email (see below)
You can tailor which activity updates you receive and which day of the week you receive them using the corresponding drop-down menus:
Step 3: Auto-add settings
Each collection created via Advanced Search can be set-up with Auto-add (on by default). This 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.
You can receive an alert for when this happens:
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).
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! These lists can now be found under 'My Beauhurst' → 'My Collections' in the top-left corner of the platform.
