Navigating Your Company List: A Table View of Your Business Network
The main Company List view presents your companies in a clear and organized table format. This layout allows you to quickly scan and compare information across your entire company database.
Each column in the table displays a specific piece of information about your companies. Here's a breakdown of the default columns:
Company: Company's name
Always Visible & Pinned
Last Interaction:
Shows Date of Most Recent Activity: Indicates the date of your team's most recent engagement with the company.
Assignee:
Team Member Responsible: Identifies the team member who is assigned as the primary owner or point of contact for the company within your organization.
Description:
Brief Company Description: Provides a short summary of the company's business or activities.
Domain:
Company's Website Domain: Displays the company's website address (e.g.,
example.com)
LinkedIn:
Company's LinkedIn Profile Link: Links directly to the company's official
Twitter:
Company's Twitter Profile Link: Links directly to the company's official Twitter feed.
Primary Industry:
Main Industry Sector: Categorizes the company into its primary industry (e.g., "Technology," "Healthcare," "Finance").
Num. Employees:
Company Size Range: Indicates the approximate size of the company based on employee count (e.g., "1-10," "50-200," "500+").
Estimated ARR:
Revenue Range: Shows the company's approximate annual recurring revenue (e.g., "$0-$1M," "$1M-$10M," "$10M+").
Country:
Company's Location: Specifies the country where the company is headquartered or primarily operates.
Created At:
When Company Was Added: Displays the date and time when the company record was initially created in your system.
Hidden by Default Column:
State/Region:
Company's State or Regional Location: Provides a more specific geographic location within a country.
Customizing Your Company List View: Tailoring the Information to Your Needs
The Company List is highly customizable, allowing you to adjust the view to focus on the information that's most important for your current task. You have several ways to personalize the view:
Sort Companies:
Click on any Column Header: To sort the company list, simply click on the header of any column (e.g. "Last Interaction," "Estimated ARR") except "Company", "Assignee", and "Description"
Sort Order:
Once you click on the reader you can choose Ascending or Descending options of sorting.
Use the "Sorted by" button on the top of the list
Hide/Show Columns (Using View Settings or Column Menu):
Method 1: 'View Settings' Option:
Find 'View Settings': Look for the "View settings" option, usually located in the top-right corner of the Company List view.
Open Settings: Click on "View settings" to open the column customization panel.
Select Columns:
In the panel, you'll see a list of displayed columns.
Click 'hide' to hide the column
Click 'Add column' to select the column you want visible
Apply Changes: Save or apply your changes to update the Company List view clicking on "Save View", or discard them clicking on "Discard"
Method 2: Column Header Menu:
Click on Column Name: Click directly on the name of any column in the table header.
Open Column Menu: A dropdown menu will appear for that specific column.
Select 'Hide': In the menu, find and click the "Hide from view" option. This will immediately remove that column from your view.
Creating a New Company: Adding Businesses to Your System
Adding new companies to your system is a straightforward process. Here's how to create a new company record:
Click on the "+ Add Company" Button: A form or dialog box will appear, ready for you to enter company details.
Fill in Company Details:
Company name (required): Enter the official name of the company.
Domain name: Enter the company's website address (e.g.,
www.example.com).
Click "Create"
Deleting a Company:
From the Company List:
Click on the checkbox for the company.
Click on the "Delete" or "Delete & Block" on the bottom of the list.
From the Company Overview Page
Click on the "..." menu on the top left.
Click on the "Delete" or "Delete & Block".
Exploring the Company Overview: A Deep Dive into Individual Company Profiles
The Company Overview page provides a detailed look at all the information related to a specific company. To access the overview:
Navigate to Company List: Ensure you are in the main Company List view.
Click on Company: In the company list table, click directly on the Company of the company you want to explore in detail.
Company Overview Opens: it will open the dedicated Company Overview page for that selected company.
Main View Layout: Two Key Sections
The Company Overview page is typically organized into two primary sections, designed to give you a comprehensive understanding of the company:
Activities Panel (Left Side):
Timeline: This tab focuses on your team's interactions and engagement history with the company. Showing a list of emails exchanged with Company's team members and meetings with Company's team members.
Team: a list of people that work for that company with the option of adding more (Adding more people to a company will also add new people into the system, but connected under that company)
Follow-ups: All the tasks related to that company
Inbox: A list of all emails threads (and their content) exchanged between you and the company's team. This will only show the emails that YOU exchanged with the Company's team but not any of your team member's emails exchanged to that company. Individual emails content are private and only available to the owner of that Inbox.
Company Details Panel (Right Side): This panel is dedicated to storing and displaying core company information, organized into tabs for different categories of details (like "About," "Deals," and "Remarks").
About Tab:
Basic Company Information: This tab is the primary location for storing fundamental company details, all fields are editable by double click:
Name
Domain
Description
Assignee
Industry
Estimated ARR
Employee Range
Country
State or Region
Address
LinkedIn profile
Twitter account
Facebook page
Instagram profile
Crunchbase listing
Deals Tab:
You can create a new Deal associating to that company by clicking on "Create new deal"
Remarks Tab:
Team's Private Notes: The "Remarks" tab functions as a private notebook for your team, specific to this company.