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Overview

Companies represent the organizations your contacts belong to. A contact without a company is linked to the company whose domain matches its email domain, or gets the company named in a webhook payload. Personal addresses such as Gmail never link. See How contacts get a company for the full rules.

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Company Fields

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Custom Fields

Just like contacts, companies support custom fields for tracking account-level data:
  • Revenue range or ARR
  • Industry or vertical
  • Account owner or SDR assigned
  • Fit
  • CRM deal stage
Each field can have a type (Text, Number, Date, or Dropdown), and dropdown fields carry their own list of options. See Custom Fields for how to create, type, and manage them.

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Company Status

Track the current state of each account:

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Editing a Company’s Record

Click any field on a company’s record page to edit it in place. Press Enter or click away to save, or press Escape to cancel. A custom field opens in the editor its type calls for. A dropdown opens the same option list as the filters: picking an option saves it, and Clear value empties the field. A multi-select lets you tick several options and saves when you click Done or click away. Number and date fields take a number or a date. A value that isn’t one of the field’s options stays listed, so opening the field never drops it. A company’s domain opens directly when clicked, and so does a URL or email address inside a longer text field, like a note or a custom field.

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Importing from CSV

The Companies page import has the same five steps as the contacts import. A company is identified by its website domain only: Website or Domain is picked as the domain column, and rows that share a domain become one company, so https://www.acme.com and acme.com in the same file make one company. Name, Company, or Company Name maps to the company name, ignoring case, spaces, and punctuation. You can change or skip any match before importing. Rows with no usable domain are left out. Tick Create contacts from loaded CSV file to add the people in the file as well. Pick their email, LinkedIn URL, or phone columns the same way as on the Contacts page. Each contact is linked to its row’s company, and a row with no usable identifier creates the company only. Imports from this page show up in the History tab too, where Undo removes the companies the import created, and the contacts created with them, and puts back the names, domains, and custom fields it changed. A company edited after the import keeps its current values, the same as on the Contacts page. You can also undo right from the Results step with Undo this import.

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Account-Based View

The Companies drilldown shows:
  • All contacts at the company
  • Which campaigns they’ve appeared in
  • Aggregate reply and interested counts across all contacts
The result is an account-level view of engagement, useful for knowing whether a company has already been worked before starting a new campaign.

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Master Company List

The Master List view lets you browse, search, and filter all companies in your workspace. Export to CSV for reporting or import into your CRM.

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Filtering by Contacts

You can filter the company list by properties of the contacts at that company, not just company-level fields. For example, you can find every company that has at least one contact with a given status, or exclude companies whose only contacts are marked Do Not Contact. Contact filters narrow the company list down to accounts where the right kind of contact actually exists, rather than filtering companies and contacts separately.