Brief

Follow

The Brief tab collates all high level information on a company and can be used to prepare for meetings or calls with colleagues and customers.

Either print a copy or email a copy to your inbox. Share the document with anyone else coming to meeting with you.  Don't forget that you can customise this by adding your own notes.

This Brief includes:

  • Briefing Notes – this section allows you to add your own notes into the document
  • The bookmarks you have saved for the company
  • Director Information
  • Company Overview & Address – including DELPHI score and Companies House SIC codes
  • Financials – an overview of the latest accounts provided
  • Recent and relevant news stories

 

 

Softcat_Brief.png

 

Have more questions? Submit a request