Companies
The businesses you sell to, with their people, status, owner and everything you've sent them.
A company is a business you're selling to. Its page shows the people there, what each of them has received, and the whole conversation in one timeline.
Add a company
Click Add company on the Companies page. A company is always added with at least one person. Give the company a name and website, then add a contact's email (and name, title…) or pick an existing contact.
What a company can hold:
| Field | Notes |
|---|---|
| Name, website | The website's domain is what imports and enrichment match on. |
| Industry, size | Size is one of 1-10, 11-50, 51-200, 201-500, 501-1000, 1000+. |
| Country, city, phone, LinkedIn | Optional. |
| Tier | Your own priority ranking. |
| Tags | Up to 20, each up to 40 characters. |
| Owner | Someone on your team. Filter the list by Mine to see yours. |
| Next follow-up | A date; the dashboard reminds you when it's due. |
| Status | Worked out from its people (see below) or set by hand. |
Status
A company's status comes from its people: as soon as anyone there is emailed it's Contacted; when anyone replies it's Replied; when anyone converts it's Converted. Opens and clicks don't move it.
You can also set it by hand to Won, Lost, Bounced or Unsubscribed, and a status set by hand always wins. Setting Contacted or Replied by hand is a floor: the company never shows as less than that.
To mark a deal as won, set the company to Won (or the contact to Converted). To stop emailing a company, mark it Lost. Campaigns and sequences then skip its people.
The company list
The list shows, for every company, how many people it has, when anyone was last contacted and with what subject, and how many emails were sent, opened, clicked and replied to. All of it is counted from the outreach history each time, never stored.
Filter by search, status, tier, owner, industry, country, tag, when they were last contacted (never, last 7 or 30 days, over 30 or 90 days ago), engagement (replied, clicked, opened, no response), when they were added, follow-up due, or the import they came from. Sort by any column.
Bulk actions
Tick companies to show the toolbar:
- Update: set a status, tier or owner, or add tags to all of them at once.
- Add people to a list: every contact at the selected companies joins the list.
- Delete: you choose whether to keep or delete their people.
Up to 500 companies at a time. The selection clears when you change the page, filters or sort.
The company page
- Overview: details, the people there with their stage and last contact, and an engagement card (emails, opened, clicked, replied).
- Activity: everything sent to anyone at the company, most recent first, with opens and clicks on each email.
- Each person links to their contact panel, where you can email them, log a touch, or change their stage.
Deleting a company
Deleting asks whether to keep its people (they become contacts with no company) or delete them too. Sent emails stay in the records either way.
Related
- Contacts: the people, their stages and activity.
- Imports: add companies and people from a spreadsheet.
- Companies in the API: the same records from your own servers.