Congratulations, your invites have been sent and now you're ready to monitor your account. Here are ways to keep on top of who's reporting.
- Click Companies icon on the left > click the filed by header to see who's filed last.
- Click into the company name to look at the reports that have been filed at the bottom of the page
- Once a company has signed up, you may also add CRM data by clicking the Update button beside a CRM page - https://hockeystick.zendesk.com/hc/en-us/articles/115002611391-Add-CRM-fields-for-your-portfolio-companies
- To export your data. Click the Portfolios icon on the left, then click the Export CSV button to the right and select the survey you wish to export.