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Add Accounts to Your Project

Once you’ve decided to create a new Project, this is the first step in setting it up.

Step-by-step

  1. To add Accounts to research in Tactic, all you need are their names and website URLs. Type them into the name and website bars, and hit enter on your keyboard.
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Tip! You can either use the full company name, e.g. The Coca-Cola Company, J.P. Morgan Chase & Co; or alternatively use the commonly-quoted brand name, e.g. Coca-Cola and J.P. Morgan.

  1. For UK registered businesses, you can also input the companies’ house number. This will make Tactic cross-search public filings for the company with your keyword and people search terms.