Tracking companies

How to start using the Client Portfolio?

If you are not a Lursoft user:

  1. Press the ‘Register’ button.
  2. Fill in the registration form and confirm it.
  3. A confirmation message with a link will be sent to your e-mail address.
  4. Open the message and click on the link.
  5. Thus, you will have confirmed your registration and be able to use your Client Portfolio.

If you are a Lursoft user:

  1. Press the ‘I am a Lursoft user’ button.
  2. Enter your login information and press the ‘Login’ button.

How to create lists?

  1. Press the ‘New list’ button.
  2. Enter the name of the list.
  3. Choose the type of the list.
  4. Enter a description or a comment (not required).
  5. Click on the new list.
  6. Add companies to it by searching them in the company registry or by importing them from an XLS file.

How to track changes?

  1. In the new list, press the ‘Add the service’ button.
  2. Enter the e-mail address to which you wish to receive the change notifications.
  3. Specify how often you would like to receive the notifications and at what date you wish to start to.
  4. Select the events you are interested in and confirm your choice.

View the tracked events