Tracking enables you to get a weekly update of flags for a company you have selected. This is useful if you need to check regularly for any business risks for a particular company.
This article covers features exclusive to the FullCircl Connect product. If you are looking to add a company to your watchlists, please see this article.
How to access tracking
To track a company, click 'Track' on the top right hand side of any company in FullCircl. After this, it will appear as 'Tracking'.
Easily access the company's tracking information by navigating to the 'Tracking' section near the top of the screen. Here you can either dismiss or open a flag which may be of interest to you.
Flag details
When you click on the flag, you will be able to see in detail what the risk to your business is, and you have the option to either screen the flag for further investigation, or dismiss the flag if no further action is required, as well as exit this section. You can also add a reason as to why the action was taken or collaborate with a colleague on this.
Weekly email
You will receive a weekly email every Monday informing you of any new flags for the companies you are tracking.
Comments
0 comments
Please sign in to leave a comment.