To add a company to your portfolio, simply look it up and change its status.
The "Status" setting is located in the top-right corner of each company's profile:
For companies already in your portfolio, simply just click on the current status to change it:
What is the different Statuses in Strise?
You have multiple options when selecting a status for a company in Strise:
Account
Prospect
Following
In Review
Qualified
Disqualified
Remove from Portfolio (only available with Manger access)
What happens if I set or change a status on a company?
No matter which status you choose (except from remove from portfolio), the company will be added to your portfolio where you can easily see what is going on.
When you set the status to In Review, the company will also be added to the Review module where you can start your Review of the company.


