Tool Bar Actions
Clicking the [+] icon reveals additional actions including assigning yourself to the company and reporting inaccurate data.
Last updated
Was this helpful?
Clicking the [+] icon reveals additional actions including assigning yourself to the company and reporting inaccurate data.
Last updated
Was this helpful?
Clicking the [+] icon reveals additional actions that relate to the company. These include Assigning yourself to the Company and Reporting inaccurate data. Here is an overview of these actions.
If the parent company of a shipper has been assigned to someone on your team, you'll see the person's initials at the top of the shipper profile card. This way, you'll always know who on your team is working on which prospects.
If you save a contact to your CRM, the parent company that the contact belongs to will be assigned to you.
You can learn more about assigning parent companies here.
While we take every effort to make sure all information presented for every shipper is verified and accurate, there is always a chance that some inaccuracies slipped in along the way. If you find any incorrect details for a shipper, please report them so we can correct the relevant information.
This is also a great way to get ensure that our shipper database is up to date by getting feedback from the community. In an effort to incentivize this, we offer 1 free enrichment credit for any report that turns out to be correct.
How to Report: If you find inaccuracies in a shipper's details, use the 'Report Bad Data' button located within the [+] icon the very top left of the shipper details. Explain the inaccuracy for correction.
