Overview
Companies lists every company this client sells to, one record each. Each row shows the company's website, how many deals are linked to it, and their open and won value. Open a company to see its deals and the contacts who work there, matched by website domain.
How to use this page
Open Companies
Choose the client in the sidebar, then open Deals > Companies, or click Companies in the pipeline header. The top line shows the client name and how many companies it has.
Add a company
Click Add company, enter the Company name and, if you have it, the Website (for example acme.com), then click Add. The new company page opens. The website is how the company finds its contacts by email domain. If another company already uses that website, you get a message with a link to open it instead.
Save companies from existing deals
If deals already name a company but are not linked, the page says how many. Open one of those deals and click Save as company in its Company card. It reuses a matching company or creates a new one. When you import deals from a CSV on the Deals page, Link each deal to a company record can create and link companies for you.
Find a company
Type in Search companies or websites to filter by name or domain. Showing X of Y tells you how many match. If nothing matches, click Clear search.
Open a company
Click any row to open that company's page with its deals and contacts.
Export companies
Click Export CSV to download every company for this client. Each row has the company name, domain, website, number of deals, open deals, open value, won value, and when it was created and last updated. Search does not limit it, and contacts are not included; export those from Contacts. The button is greyed out until the client has at least one company.
What the buttons do
- Pipeline
- Returns to the Deals pipeline.
- Export CSV
- Downloads every company with its deal totals as a CSV file named after the client and today's date. Disabled when there are no companies.
- Add company / Add first company
- Opens the form for a company name (required) and an optional website. Add saves it and opens the company page.
- Search companies or websites
- Filters the list by company name or domain. It does not change any records.
- Company row
- Shows the name, domain (or No website), deals with the open count, open value and won value. Click to open the company.
- Retry
- Appears if the list could not load, and loads it again.