Once you've made your Agent search, you can continue to refine your search results using the refine search filed. Check out his article on Agent search to learn how to set one up.
You can also update your query manually using filters by pressing Manually Edit Query. This is the same process as using the open text field. To edit fields manually:
- Left click on any of the filterable items and edit the values on the right hand side.
- Choose the filter and add the value and hit Add, ex. Location exclude New York, NY.
- Press Save changes to see updated results. You should the updated values in the filters themselves.
Examples of how you can refine your search
Here are some ways you can continue to refine your search results:
- You can update the industries you want to focus on
- Where firms are located (not where they invest in).
- You can request to see firms based on the fit, #of employees, alphabetical
- You can request to filter out specific companies in your search results, i.e hide a specific company