Company
Businesses or organizations
The Company module helps teams maintain a centralized database of companies associated with deals, onboarding projects, and customer engagements. It provides visibility into company information, associated contacts, activities, projects, and ongoing collaboration across the GTM lifecycle.
The Company module helps teams:
Maintain customer and prospect records
Track account ownership and engagement
Associate deals and projects with companies
Store company specific notes and activities
Manage contacts and communication history
Improve collaboration between sales, onboarding, and delivery teams
The Company listing page displays all company records available within the workspace. The columns here can be customized using the 'Filter' option.
Understanding Companies and Contacts
Companies and Contacts work together to provide a complete view of your customer relationships.
A Company represents an organization.
A Contact represents an individual within that organization.
For example:
Company: Acme Technologies
Contacts:
• Sarah Johnson – CTO
• Michael Lee – Procurement Manager
Multiple contacts can be associated with a single company, allowing teams to manage both organizational and individual relationships effectively.
This structure helps sales, onboarding, and customer success teams maintain accurate customer information throughout the customer lifecycle.
Check the following page for more details:
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