Overview
A company page brings together one company's details, the deals linked to it, and the contacts whose email or website is on its domain. Edit the name and website here; linked deals keep their own company text. Follow-ups tracks company actions without requiring a deal or contact.
How to use this page
Open a company
From Deals > Companies, click a company, or click the Company record link on a deal. All companies at the top returns to the list.
Edit the name or website
In About, click Name or Website, type the change and press Enter or click away. Saving appears while it saves, and an error message explains anything that fails. The name cannot be left blank: if you clear it and click away, the saved name comes back and nothing is saved. A new website refreshes the contacts list.
Review the deals
Deals lists each linked deal with its stage, sales rep, close date and amount. Click one to open it. Deal totals on the left show the deal count, open deals and value, and won value.
See who works there
Contacts at this company lists your contacts whose email or website is on the company domain, with title and email. Archived contacts are marked. Click a contact to open it. This list is read only and never changes the contact.
Add and manage a company follow-up
In Follow-ups below Contacts at this company, enter a New follow-up title, Due date and active client team member as Owner. Select Add follow-up and wait for Follow-up saved. No deal or contact is required. Use All owners or Assigned to me and the due-date filter to narrow the list. Edit / reschedule loads the title, date and owner into the form; select Save changes or Cancel. Complete finishes an action; choose Completed and Reopen to return it to the open list. Refresh reloads saved work. Company actions also appear in Deals > Follow-ups. Focus the dropdown and press Enter, Space or an arrow key to open it. Use Up and Down to move through choices, then Enter or Space to select. Home and End move to the first or last choice when an option has focus. If a search field appears, type to filter and press an arrow key to reach the choices. Escape closes without changing the selection and returns focus to the button. Tab closes and moves on. Reopening clears the search.
Download company follow-up history
Open Download CRM history in Follow-ups. Choose Follow-ups (open and completed) or Follow-up change history, then select Download CSV. The file covers follow-ups linked directly to this company, including completed actions regardless of owner or due-date filters. It does not include follow-ups linked only to the company's deals or contacts. Times use UTC; company columns identify the linked record. Deal activity is not offered here.
What the buttons do
- All companies
- Returns to the Companies list.
- Name / Website
- Edit in place and save when you press Enter or leave the field.
- Domain
- Opens the company's website in a new tab.
- Open the pipeline
- Shown when no deals are linked yet. Opens the Deals pipeline so you can link one.
- Try again / Retry
- Loads the contacts or the company again after an error.
- Add follow-up / Save changes / Cancel
- Saves a new company action or changes its title, due date and owner. Cancel clears the form without saving.
- Edit / reschedule / Complete / Reopen
- Edits a saved action, marks it finished or returns it to the open list.
- Follow-up filters / Refresh
- Choose All owners or Assigned to me, then All open follow-ups, Due today or overdue, Due today, Overdue or Completed. Refresh reloads saved actions.
- Download CRM history / Download CSV
- Downloads this company's follow-ups or their saved change events. Screen filters do not narrow the file.