Organizations

Group contacts who belong to the same company into one organization. See accounts with multiple people at a glance and keep track of who the decision-maker is.

Companies are a place to manage contacts grouped under a first-class (standalone) entity. Even when one account has several people and the deals, emails and campaigns are scattered, you see them gathered by company. Open it from the desktop sidebar (More), or on mobile from a contact card by linking a company.

Create a company

There are two ways to add a company.

1. Add from the company list — Use the + button on the company list (a bottom button on mobile) to create one.
2. Link from a contact card — contact card lets you search an existing company and link it, or add a new one on the spot.

The fields are company name (required) plus domain and industry by default, and you can also keep firmographics like employee range, estimated annual revenue, Twitter, LinkedIn, Facebook and Crunchbase.

What lives on the company card

The company detail screen has company info on the left and an activity timeline in the center.

• People at this company — Linked contacts appear as chips; tap one to open its contact card.
• Lists — The lists that the contacts belong to, gathered by company.
• Manager — Assign a teammate to own this company from a dropdown.
• Domain & description — Inline-editable fields you click to fill or change.
• Custom & smart fields — Your own custom fields and smart fields such as industry, employees, estimated revenue and social links, all in one place.

Activity timeline

The center activity panel rolls up the linked contacts' activity into a single company-level timeline. Filter by type with the tabs.

• All — Notes and every activity in chronological order.
• Email — 1:1 sales emails, to the linked contacts (with sent/opened status).
• Campaign — The campaigns and email campaigns the contacts were included in.
• Notes — Notes left directly on this company, shared with teammates.
• Events — The linked contacts' deals deals, quotes and bookings (with amounts).

Use the Add note / Compose email buttons at the top of the panel to leave a note on this company or email a linked contact who has an email address.

AI enrich — fill estimates

From a row in the company list or on the detail screen, the AI enrich button estimates an industry, a rough size and a one-line summary from the company name and domain. Industry is filled only when empty, and values you already entered are not overwritten.

Work on many companies at once

On the desktop table you can select companies and act on them together.

• Add to list — Add selected companies to a list.
• Delete — Delete the selected companies in one go.
• Pick columns — Beyond name, industry and domain, toggle the columns you want — employees, estimated revenue, social links and more.

Related

Contact card · Custom fields · Lists · Pipeline & deals