Companies.
Keep one record for each organisation you work with, with its brief, contacts, deals, income, and activity.
A company is an organisation you work with: a customer, a partner, or a prospect. The company record is the centre of the account. Contacts, deals, finance records, documents, and email threads link to it.
Concepts
- Website and domain. The website identifies the company. Email from an address on the company domain, or on a subdomain of it, files to the company.
- Owner. One member owns the company. The owner shows in tables, filters, and the dashboard scope.
- Brief. After a company is created, an agent researches it and writes a brief: what they do, who you know there, and what changed recently. Each claim keeps its source.
- Income. The money received from the company, from its finance records. Each currency has a separate total.
What you can do
- Add a company with a name and a website. The workspace finds the logo and fills missing details in the background.
- Filter by owner, industry, research state, activity date, and any custom field set as a filter.
- Open a company to see five statistics in the header: Open pipeline, Income, Open deals, Next close, and Owner.
- Use the record sheet tabs:
| Tab | What it holds |
|---|---|
| Overview | Details, the brief (What they do, Who we know, What changed), links, and contact discovery. |
| Contacts | The people at the company. |
| Deals | The company deals. Open one to go to its record sheet. |
| Finance | Linked invoices, payments, and subscriptions. A subscription expands into its invoices. |
| Agent | A chat about this company. Proposed new deals from agents wait here for you to accept or reject. |
| Activity | The full timeline, including email, meetings, and lead source details. |
- Archive, restore, or merge companies. See Working with records.
Set up
- Import your existing companies, or connect HubSpot to bring them in. See Import and export.
- Open the Fields control on a company sheet. Add the suggested segmentation fields you need, such as Segment, Territory, and Lifecycle stage. Set each one as a column and a filter.
- Assign an owner to each active account. Use the bulk owner action for many rows at once.
- Save a shared view for each team segment, such as “My accounts” or “Enterprise, EMEA”.
Typical workflows
- Prepare for a call. Open the company. Read the brief and What changed. Check Next close and the latest activity. Ask the Agent tab for talking points.
- Turn a conversation into pipeline. When a new email or meeting arrives for a company with no open deal, an agent can propose a new deal. Accept it in the Agent tab to create the deal, or reject it to create nothing.
- Clean up duplicates. Select two duplicate companies and select Merge duplicates. Keep the record with the most history.
Open it in your workspace
Open https://<your-portal>.example.com/<workspace>/companies to see your companies.