Searching for a Company in Charik

To search for a company using Charik in HubSpot, follow these simple steps:

1. Access the Company Tab

   • Log in to your HubSpot account and navigate to the Companies tab.
   • Click on Create a Company.
   • Enter the company name and click on Create.

2. Open the Company Page

   • Once the company is created, its dedicated page will open automatically.
   • On the right side of your screen, locate the Charik - Companies card.

3. Start a Company Search

   • On the Charik - Companies card, click on Actions and select Search Companies.

4. Use the Advanced Search Feature

   • The search functionality will open, allowing you to perform a detailed search by entering the following criteria:
     • Company Name
     • Industry
     • Location
     • Date of Creation
     • Minimum and Maximum Revenue

By following these steps, you can quickly and efficiently find detailed information about companies directly within HubSpot using the Charik integration.