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:
Name (Company Name):
Always Visible & Pinned: This is the primary identifier and remains visible even when you scroll horizontally, ensuring company names are always in view.
What it shows: The official name of the company.
Last Interaction:
Shows Date of Most Recent Activity: Indicates the date of your team's most recent engagement with the company.
What it shows: Helps you understand which companies are actively being worked on and identify companies that might need attention.
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.
What it shows: Clarifies internal responsibilities and accountability for each company relationship.
Description:
Brief Company Description: Provides a short summary of the company's business or activities.
What it shows: Offers context and a quick reminder of what the company does.
Domain:
Company's Website Domain: Displays the company's website address (e.g.,
example.com).What it shows: Provides a direct link to the company's online presence and official website.
LinkedIn:
Company's LinkedIn Profile Link: Links directly to the company's official LinkedIn page.
What it shows: Enables quick access to the company's professional network and company updates on LinkedIn.
Twitter:
Company's Twitter Profile Link: Links directly to the company's official Twitter feed.
What it shows: Provides a quick way to check the company's public updates and social media presence on Twitter.
Primary Industry:
Main Industry Sector: Categorizes the company into its primary industry (e.g., "Technology," "Healthcare," "Finance").
What it shows: Helps you segment and analyze your company database by industry.
Number of Employees:
Company Size Range: Indicates the approximate size of the company based on employee count (e.g., "1-10," "50-200," "500+").
What it shows: Provides insight into the company's scale and potential capacity.
ARR (Annual Recurring Revenue):
Revenue Range: Shows the company's approximate annual recurring revenue (e.g., "$0-$1M," "$1M-$10M," "$10M+").
What it shows: Offers an indicator of the company's financial scale and market position.
Country:
Company's Location: Specifies the country where the company is headquartered or primarily operates.
What it shows: Helps you geographically categorize and understand your company network.
Created At:
When Company Was Added: Displays the date and time when the company record was initially created in your system.
What it shows: Can be useful for tracking the growth of your company database over time.
Hidden by Default Column:
State/Region:
Company's State or Regional Location: Provides a more specific geographic location within a country.
Can be Enabled Through View Settings: This column is initially hidden to keep the default view clean, but you can easily enable it if you need this level of location detail (explained in the next section on Customizing the View).
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., "Name," "Last Interaction," "ARR").
Sort Order: Clicking once will sort the column in ascending order; clicking again will sort in descending order.
Benefit: Sorting allows you to quickly arrange companies based on specific criteria, like alphabetically by name, by last interaction date, or by revenue size.
Filter Companies (Using the Search Bar):
Locate the Search Bar: Look for the search bar, typically positioned above or near the company list.
Type Your Search Term: Enter keywords, company names, or any other relevant text into the search bar.
Real-time Filtering: As you type, the company list will instantly filter to display only the companies that match your search term.
Benefit: Filtering helps you quickly find specific companies or subsets of companies based on your search criteria.
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 available columns. Check the boxes next to the columns you want to display and uncheck the boxes for columns you want to hide.
Apply Changes: Save or apply your changes to update the Company List view.
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" option. This will immediately remove that column from your view.
To Show a Hidden Column: To bring back a hidden column, you'll need to use the 'View settings' method described above and re-check the box for the column you want to display.
Benefit of Hiding/Showing Columns: Customize the Company List to display only the information that is currently relevant to you, reducing clutter and improving focus. For example, you might hide social media links when focusing on revenue analysis and then show them again when preparing for outreach.
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:
Locate the "+ Add Company" Button: Look for the "+ Add Company" button. It's usually positioned in the top right corner of the Companies page, clearly visible and accessible.
Click "+ Add Company": Click this button to initiate the new company creation process. A form or dialog box will appear, ready for you to enter company details.
Fill in Company Details: In the form, you'll be prompted to fill in the following key information. Note that "Company name" is typically a required field, marked with an asterisk (*) or similar indicator. Other fields may be optional but are highly recommended for a complete company profile.
Company name (required): Enter the official name of the company.
Domain name: Enter the company's website address (e.g.,
www.example.com).
Save New Company: Once you've filled in the necessary details, click on 'Create' button to save the new company record to your system.
💡 Pro Tip: Companies can be created in more than one way! Besides directly adding them through the "+ Add Company" button, you can also create companies "on-the-fly" when you are adding a new deal or a new contact. If you are creating a deal or contact and realize the company isn't yet in your system, the creation process will often allow you to add the new company record directly within the deal or contact creation workflow, saving you time and ensuring seamless linking of related records.
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 Name: In the company list table, click directly on the Name (Company Name) of the company you want to explore in detail.
Company Overview Opens: Clicking the company name 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): This panel focuses on your team's interactions and engagement history with the company. It presents a dynamic timeline of activities and team-related information.
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").
Let's delve into each of these sections to understand their purpose and contents.
Understanding the Activities Panel: Your Interaction Timeline and Team Hub
The Activities Panel, usually located on the left side of the Company Overview, gives you a real-time view of your team's interactions and collaboration related to the company. It is comprised of several key components:
Timeline:
Chronological Interaction History: The timeline displays a running log of all interactions with the company, presented in chronological order (typically reverse chronological, with the most recent interactions at the top).
Types of Interactions: This includes various types of engagements, such as:
Emails: Records of emails sent to and received from company contacts.
Meetings: Scheduled meetings and their outcomes.
Calls: Logged phone calls.
Notes: Manually added notes and summaries of interactions.
Interaction Details: For each interaction in the timeline, you can see:
Description: A brief description of the activity (e.g., "Email sent - Proposal document attached," "Meeting - Project Kickoff," "Deal moved to 'Negotiation' stage").
Timestamp: The date and time when the interaction occurred.
Purpose: The Timeline provides a complete historical record of your company's engagements with the client company, fostering transparency and context for your team.
Team:
Associated Contacts: This section lists all the individual contacts within your system who are associated with this particular company.
Contact Details Displayed: For each listed contact, you can quickly see:
Name and Photo: The contact's name and profile picture (if available), for easy identification.
Last interaction date: Show how long ago was the last interaction with that person
"+ Add Person" Button: You'll typically find an "+ Add Person" button in this section.
Functionality: Clicking this button allows you to quickly add new contacts who are associated with this company directly from the Company Overview page.
Benefit: Streamlines contact management and ensures all relevant contacts are linked to the correct company.
Inbox: (Email Integration Feature)
Email Communications with Company: The Inbox section displays email communications specifically with contacts at this company.
Visibility Condition: This section is only visible if you have connected your email account to the platform.
Email Threads: Emails are typically organized into threads, making it easy to follow conversations.
Historical Emails: Often includes an option to "load more" allowing you to retrieve and view older email exchanges with the company, providing a comprehensive email history within the platform.
Follow-ups:
Tasks and Follow-ups: This section lists all tasks and follow-up reminders that are related to this specific company.
Task Status: Displays both completed and pending tasks, giving you a clear view of what's been done and what needs to be done next.
Task Responsibility: Shows who on your team is responsible for each task or follow-up item.
Purpose: Helps you manage action items, ensure timely follow-up, and maintain momentum in your engagements with the company.
💡 Pro Tip: If you do not see the "Inbox" section, it likely means you haven't yet connected your email account to the platform. Look for a prompt or notification within the "Inbox" area or elsewhere on the page (e.g., a banner or a settings link) that will guide you through the process of connecting your email. Connecting your email unlocks the powerful Inbox feature, enabling seamless email tracking and communication management within the Companies overview.
Understanding the Company Details Panel: Organizing Key Company Information
The Company Details Panel, typically located on the right side of the Company Overview, serves as the repository for core company information. At the top of this panel, you'll usually find key identifying elements:
Company Logo:
Visual Identification: Displays the company's logo (if one has been added).
Updateable: You can usually update or add a logo by clicking directly on the logo area, allowing you to personalize and visually enhance company profiles.
Company Name:
Prominent Display: The company's name is clearly shown at the top of the panel for immediate identification.
Last Interaction:
Quick Reference: Repeats the "Last Interaction" date, giving you an instant reminder of your team's most recent engagement with this company.
Below these top elements, the Company Details Panel is further organized into tabs to categorize and structure different types of company information. The most common tabs are:
About Tab:
Basic Company Information: This tab is the primary location for storing fundamental company details. It typically includes sections for:
Company Basics:
Company Name: (Often editable here as well).
Description: A field to enter or update a brief description of the company's business.
Assignee: The assigned team member responsible for the company (you can usually change ownership here).
Business Facts:
Industry: The company's primary industry sector.
ARR (Annual Recurring Revenue): The company's estimated annual recurring revenue.
Number of Employees: The company's approximate size range based on employee count.
Where to Find Them:
Country: Company's primary country of operation.
State or Region: (If applicable) More specific regional location.
Full Address: Street address, city, zip code, etc.
Stay Connected: Fields to add and manage links to the company's:
LinkedIn profile
Twitter account
Facebook page
Instagram profile
Crunchbase listing
(Other relevant social media or professional platform links)
Deals Tab:
Sales Opportunities with the Company: This tab provides a dedicated space to manage all your sales opportunities (deals) that are associated with this specific company.
See Existing Deals: Lists all current and past deals linked to the company, giving you a clear overview of your sales pipeline with this client. All deals are clickable links that redirects you to the respective deal's page.
Create a New Deal: You can create a new deal related to this company by clicking on the "Create a new deal" button.
Purpose: Keeps all deal-related information centralized within the company profile, making it easy to track the growth and progress of your business relationship.
Remarks Tab:
Team's Private Notes: The "Remarks" tab functions as a private notebook for your team, specific to this company.
Purpose of Remarks: Use this space to:
Share Information with Your Team: Remarks are typically visible to all team members who have access to company profiles, facilitating internal knowledge sharing and collaboration.
Track Non-Standard Information: Store details that don't neatly fit into other structured data fields within the "About" or "Deals" tabs.
Automatic Saving: Everything you write in the Remarks tab is usually saved automatically and instantly.
Keeping Company Information Up-to-Date: Maintaining Accurate Records
Maintaining accurate and current company information is crucial for effective relationship management and informed decision-making. The Company Overview pages are designed to make updating information easy and seamless.
Updating Essential Company Details in the "About" Tab:
The "About" tab is your central location for updating core company information. Within this tab, you can readily modify details across several sections:
Company Basics:
Company name: Double click into the name field to edit the company's name if it changes.
Description: Double click into the description field to refine or expand the company's business description.
Assignee: Use a dropdown or similar control in the "Assignee" field to re-assign company ownership to a different team member if responsibilities shift.
Business Facts:
Industry: Update the industry classification using a dropdown or list if the company's primary industry changes.
ARR (Annual Recurring Revenue): Adjust the ARR range as you gain updated financial insights about the company.
Number of Employees: Modify the employee size range if the company's headcount changes significantly.
Where to Find Them:
Country, State/Region, Full Address: Double click into the respective fields to update the company's location details as needed.
Stay Connected:
Social Media and Platform Links: Add new links or edit existing links for LinkedIn, Twitter, Facebook, Instagram, Crunchbase, and other relevant online profiles by clicking into the corresponding fields and entering or modifying the URLs.
Working with Deals in the "Deals" Tab:
The "Deals" tab is not just for viewing existing deals; it's also your action center for managing sales opportunities associated with the company:
See Ongoing Opportunities: Review the list of all current deals related to the company to understand the status of ongoing sales efforts.
Create a New Deal: Initiate a new deal directly from the company profile by clicking a "Create a new deal" within the "Deals" tab. This automatically links the new deal to the current company, streamlining deal creation and organization.
Track Business Relationship Growth: By regularly reviewing the "Deals" tab, you can monitor the progression of sales opportunities and assess the overall growth of your business relationship with the company over time.
Keeping Notes in the "Remarks" Tab:
The "Remarks" tab is designed for dynamic note-taking and team communication:
Write Down Important Notes: Click anywhere within the "Remarks" tab's text area and begin typing to add new notes.
Share Insights with Your Team: Notes added in the "Remarks" tab are typically visible to all team members with access to company profiles, fostering collaborative knowledge sharing.
Track Key Information: Use the "Remarks" tab to log important details, meeting takeaways, strategic considerations, or any other qualitative information that is valuable for your team's understanding of the company relationship.
Automatic Saving: Remember that the "Remarks" tab usually features automatic saving. This means your notes are continuously saved as you type, ensuring you never lose your input, even if you navigate away from the page or close your browser window unexpectedly.
Managing Your Company Relationships: Actions and Options
Beyond viewing and updating company information, you also have options to manage your company relationships in a more administrative sense. In the top right corner of the Company Overview page, you'll typically find a three-dot "..." menu (often labeled "More Actions" or similar). Clicking this menu reveals options for managing the company record itself. Common options include:
Remove a Company:
Functionality: The "Remove a Company" option (or similar wording like "Delete Company") will permanently remove the company record and all associated information from your system.
Use Case: This is intended for situations where you no longer have any business relationship with the company and need to completely clear out their data from your system.
Caution: Removing a company is usually a permanent action. Be sure you intend to delete the record before proceeding, as data recovery may not be possible.
Remove & Block:
Functionality: The "Remove & Block" option (or similar wording like "Delete and Block," "Remove and Prevent Adding Again") performs the same action as "Remove a Company" – it deletes the company record. Additionally, it adds the company to a blocked list or similar mechanism.
Purpose of Blocking: Blocking is designed to prevent you or other team members from accidentally adding the company again to the system in the future.
Use Case: Helpful for managing unwanted business relationships or for companies you intentionally want to exclude from your database for compliance or strategic reasons.
💡 Good to Know: You can typically make changes and updates throughout the Company Overview pages – in the "About" tab, "Deals" tab, "Remarks" tab, etc. – and you do not need to manually click a "Save" button after every edit. Most platforms featuring Company Management implement automatic saving. This means that as soon as you make a change in a field or add text to a note, the system automatically saves your update in real-time, ensuring data integrity and a seamless user experience.
Need help with anything else about managing your companies? Just ask our support team! We're here to assist you in optimizing your company management workflows.
By following this guide, you should now have a solid understanding of how to navigate, customize, and utilize the Companies feature to effectively manage your business relationships! Start exploring your Company List and Company Overviews to take control of your company data.