How to manually add a Record to a Portfolio in Data Studio.

How to Manually add a Record

Select the Portfolio you would like to add the record to.

Click on a Portfolio

Input the record data that you have for the company you would like to add.

Add in any relevant customer data, such as a reference and contract value.

The Record is now being created and going through the matching process.

The record has now been created and has been matched to a company in the Creditsafe database.

To view the details, you can click on the Record name.