Contacts

Companies

The Companies list shows every organization in your workspace with its name, domain, industry, and size. Open a company to edit its profile, manage owned domains, confirm domain-matched contacts, and see linked deals.

Companies are the organizations your contacts work for. The Companies list lets you browse and search every organization in your workspace, edit a company's profile, manage the email domains it owns, and review the contacts and deals tied to it.

Browsing and searching companies

The list shows 50 companies per page, with Name, Domain, Industry, Size, and Added columns. Any column with no value renders as a dash. A small system-derived icon appears beside each company name, pulled automatically from its domain: it is not a logo you upload, and companies without a matching icon fall back to a generic building icon.

The Search name or domain box at the top filters by company name or domain. When no rows match your search, or when a filter (below) leaves nothing to show, the page reads "No companies match the current filter." On a workspace with no companies at all, it reads "No companies yet".

Filtering companies

The filters button in the toolbar opens a menu built from your own data: it lists only the Industry, Size, and Type values that companies in your workspace actually have, so a group with no values does not appear at all. Each group is single-select: picking an industry narrows the list to companies with that industry, picking a size narrows by company size, and picking a type narrows by organization type.

You can combine one selection from each group with a name or domain search. Clear all filters at the bottom of the menu resets every active filter at once.

Adding a company

Companies appear in the list two ways. They are created automatically when a contact is linked to an organization, and you can also add one directly with the New company button. That button opens a sheet with the following fields:

  • Name (required). Submitting without a name returns "Company name is required."
  • Domain, Website, Industry, Size, and Description (all optional). Each maps to the matching field on the company profile.

Click Create company to save. The new company's detail sheet opens immediately so you can fill in the rest. Company names must be unique within your workspace: if the name is already taken, the form returns "A company with this name already exists. Open the existing record or pick a different name."

Opening a company

Clicking a company name opens its detail sheet from the right. The sheet has three tabs: Overview, Contacts, and Deals.

Overview tab

The Overview tab shows the company's description and, if present, its stored address. The details rail on the right holds the editable profile, grouped into Identity (Name, Website), Domains, and Profile (Industry, Size, Description). Click any rail field to edit it inline, then press Enter or click away to save; press Esc to cancel. Clearing a field and saving stores it as empty. The Name field cannot be cleared: saving it blank returns "Company name cannot be empty."

The rail has no single Domain field: the Domain column in the list comes from the company's primary domain, and domains are managed entirely in the Domains section below so a company can own more than one. You can also define custom fields that apply to companies, but there is no fill-in surface for them here yet: this rail is fixed to the built-in fields above.

Managing company domains

The Domains section lists every domain the company owns. Type a domain into the field (for example acme.com) and click Add to record it; click the X next to a domain to remove it. When a company has none, the section reads "No domains yet."

Domains drive automatic contact matching: a contact whose email address ends in one of the company's domains is linked to that company as an assumed contact. A domain that is a free email provider is still stored, but it is labelled "won't auto-match (free email)" and never triggers a match, so personal addresses are not pulled in by mistake.

Contacts tab

The Contacts tab splits into two sections. People lists the contacts you have confirmed as affiliated with the company, showing Name, Email, and Job Title. Assumed (via domain) lists contacts matched only by their email domain, each tagged with the matched domain as via @acme.com.

Each assumed contact has a Confirm and a Dismiss button. Confirm promotes the match to a confirmed affiliation and moves the contact into the People section. Dismiss hides the suggestion. When there are no assumed contacts, the section reads "No assumed contacts."

Deals tab

The Deals tab lists every deal linked to this company, with Name, Amount, and Status columns; each deal name links to its full record. A deal is linked to a company from the deal's own Organizations tab, not from here. When none are linked, the tab shows an empty state and a New deal link to the Deals area.

How companies relate to contacts and deals

Confirmed contacts vs assumed (domain-matched) contacts.
BehaviorPeople (confirmed)Assumed (via domain)
Matched automatically by email domain
Counts as a confirmed affiliation
Shows in the People section
Can be confirmed or dismissed

Updated