Find a company

Before you start

You need permission to view companies (core.company.view). Search only returns records your role can open. A company that exists in another firm will not appear.

From the top bar

1. Click the search box labelled Search records, fields, contacts…, or press Ctrl+K (Cmd+K on a Mac).
2. Type the company name, for example Northwind Health.
3. Click the company in the results.

From the companies list

1. In the sidebar, click Dealflow, then Companies.
2. Use Search companies… above the list.
3. Click the company name to open it.

The list search filters that page only. The top bar searches across record types.