How to add a new company to your Visible account

Adding companies to your Portfolio on Visible

To add a new company to your Visible account, navigate to the Portfolio section and click +New company.

Next, enter in Company Details such as Company Name, Website (Visible will use this to automatically pull in their logo), Tags, Default currency, and Portfolio contacts.

To add Custom properties, click the drop-down arrow next to Custom properties. To change or add custom properties, check out How to create or edit a Portfolio Company Property.

Choose to assign metrics to a company immediately by checking the box next to Assign metrics, or leave the box unchecked to assign metrics at a later date. 

 

Please let us know if you have additional questions!