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Companies

A company is the organization behind one or more of your contacts. Where a contact is a person, a company is the account they work for: it has a domain, an owner on your team, billing and shipping addresses, the account fields a Salesforce Account carries — type, industry, rating, revenue, employees and the rest — and a list of the people at it. The Companies section lives in the CRM hub at …/hosts/{site}/crm/companies.

Plan availability

Companies are part of the CRM, included from Starter. On Free the section is shown locked, with the rest of the CRM. A company is a CRM record, counted with contacts and deals against your plan's records band — see CRM records.

The companies list​

The list shows every company your site may see, most recently changed first, with its domain, how many contacts are linked to it, its owner, when it was last changed and its next activity — when the earliest open task against it is due. The table's Search box finds a company by a word of its name or its domain. Filters › Company finds one whose name equals what you type, or starts with it — which orders the list by name — Filters › Owner shows one teammate's accounts, or any of several, Filters › Type, Industry and Rating show the companies holding one value of that list, or any of several, and Next activity › is empty keeps only the companies with nothing scheduled.

Type, Industry, Rating, Account source, Employees and Annual revenue are optional columns: turn one on from a column's menu (⋮ › Manage columns), and a saved view that shows it keeps it.

Every filter and the search are answered by the list's query, so they reach every company, a page at a time, not only the page on screen, and filters on different columns add up. The search matches whole words from their start — "cof" finds Coffee, a fragment from the middle of a word does not — one word at a time: type several and it searches the first, and says so. Under a site, a member whose access is limited to particular sites searches by the start of a company's name, and a notice says so. When a combination cannot be answered by one query, the list does not apply that filter, and a notice above the table names it and says why; see Filter and search a list. The Company, Updated and Next activity headers sort the whole list; the other headers sort the rows of the page on screen and say so (see Columns and sort). Clicking a row opens the company's page.

The Contacts column is a count kept on the company and moved with every link and unlink, so a page of companies costs no lookup per row. A company linked before the count existed can read lower than its page shows; the company's own page counts live, and is the figure to trust when the two differ.

Create a company​

Choose New company above the list. A company needs a name; everything else is optional:

  • Domain — the bare hostname (acme.com). Anything pasted with it — a protocol, www., a path — is stripped, because the domain is a key: it is what suggests a company for a contact from their email address. The form is grouped the way a Salesforce Account is:

Account information

  • Parent company — another company this one sits under, such as a subsidiary's group. It is chosen from the companies your site may see; a company cannot be its own parent, nor sit under a company that is already under it.
  • Website, phone and fax. Phone and fax numbers need a country code (+1 512 555 0123).
  • Type, Industry, Rating, Ownership and Account source — each a choice from your organization's list, managed on the Companies tab of Fields (Account source is the lead source list, on the Leads tab). A new company starts on each list's default, when you have set one. A company that holds a value the list no longer offers — an industry typed before Industry was a list, or a value since deactivated — keeps it until you change it.
  • Account number, Account site (which of the company's locations the record is, such as Headquarters), Ticker symbol and SIC code.
  • Employees — a whole number.
  • Annual revenue and its currency — typed in the currency's main unit (1250000.00); the default currency is USD.
  • Owner — the member of your team responsible for the account. It defaults to you.
  • Tags — comma-separated, lowercased, up to 20; the same kind of tag a contact carries, shown in the list and set on many companies at once from the bulk bar.

Address information — the billing address and the shipping address; Copy billing address fills the second from the first.

Description information — notes.

The company is saved and its page opens.

The lists behind the choices​

FieldStandard values
TypeAnalyst, Press, Competitor, Prospect, Customer, Reseller, Integrator, Investor, Partner, Consulting, Other
IndustryAgriculture, Apparel, Banking, Biotechnology, Chemicals, Communications, Construction, Consulting, Education, Electronics, Energy, Engineering, Entertainment, Environmental, Finance, Food & Beverage, Government, Healthcare, Hospitality, Insurance, Machinery, Manufacturing, Media, Not For Profit, Recreation, Retail, Shipping, Technology, Telecommunications, Transportation, Utilities, Other
RatingHot, Warm, Cold
OwnershipPublic, Private, Subsidiary, Other
Account sourceYour lead sources

Every organization has the standard values; you can rename, reorder, deactivate or set a default on them, and add your own. Renaming a value renames it on every company that holds it.

A company's page​

The page names the company in the heading and the trail, and holds its properties, its contacts, its deals, its open tasks and the activity logged against it and rolled up from its people and its deals. The header of the first card carries the domain under the company's kind, the type, the industry, the rating and the owner as chips, Back to companies, Call and Log a call (see click to call), and Edit, which opens the same form the company was created with; Delete company is in the header's menu (⋮). The card lists the rest in the form's three groups — the parent company (a link to its page) and the other account information, the billing and shipping addresses, and the notes. The company's phone number is a link on the properties card too. Every CRM record page — contact, company, deal and lead — is headed the same way.

Under the fixed properties the card lists every custom field defined on the Companies tab of the Fields section, and Edit carries a control for each, so a company's own properties are saved in the same form as its name and domain.

Contact roles​

The Contact roles card says who at the company plays which part, the way Salesforce's Account Contact Roles do. Add contact picks a person and their role, and one person is the Primary. Make primary moves it, and a role can be changed in place.

The roles come from the same list as a deal's, kept under CRM → Fields. They are separate from the roles on a deal: someone's part in the company is a fact about the account, and their part in one deal can differ. Renaming a role renames it here too, and merging or deleting a contact moves or removes their row.

Contacts at a company​

The Contacts card lists the people linked to this company a page at a time, most recently updated first, with the total counted by the database in its footer; each row opens the person's page. Add contact finds a person by email address or by name among the contacts your site may see and links them. A contact belongs to one company at a time from your site's point of view; linking them to a second company moves them.

The link can be made from either side. On a contact's own page the Company field of the Properties card is a picker over the companies your site may see — type to search by name or domain, choose one, or type a name nobody has filed yet and choose Create to make the company on the spot. A company made this way is a new record like one made from the list: it counts against the records band, and on a plan whose band is a hard limit it is refused at the band with the same message. Clearing the field unlinks the person. A contact whose record carries a company name but no link — from an import, or from before the picker existed — is offered that name as the company to link or create. The contacts table's bulk bar has Set company for many people at once.

A lead converted with a company email address is offered the company whose domain matches it, and a CSV import that names a company links each row to it — matching an existing company by name, or creating one.

Linked on capture​

A contact created by a capture — a form, a sign-up, an order, a booking — with a work email address is linked to the company at that address's domain on its own, the moment the contact is created. jane@acme.com is filed under the company whose Domain is acme.com, which is why the domain is worth filling in on every company.

Three things have to be true:

  • Exactly one company visible to the capturing site carries the domain. Two companies at one domain is an ambiguity the capture does not resolve by picking one; the contact waits for a person.
  • The contact is new to the workspace. A repeat visit by somebody the address book already holds is another interaction, not a new person, and is not re-filed.
  • The capture did not already name a company — a contact added by hand with a company picked, or an imported row with a company column, keeps the company you chose.

Addresses at a public mailbox (Gmail, Outlook, iCloud and the like) never link. When no company carries the domain, nothing is created unless the workspace has turned on Create companies from work email domains in CRM settings, in which case the company is created from the domain and the contact linked to it.

Import​

Import, in the card's header, takes a file of companies — a Salesforce accounts export, a HubSpot or Apollo list, a spreadsheet — through the import wizard. A company already in your list is updated rather than added twice: a row is matched by its Aglyn ID, then its domain, then its name, among the companies this site sees. Every field is offered, your company custom fields included; a parent company is found by domain or name, and one the CRM lacks can be created; a list value your organization lacks is yours to map, add or leave blank. See what each company field reads.

A new company counts against your plan's records band. An import can be undone for seven days.

Export​

Export…, in the card's header, and the bulk bar's Export… open the export dialog: choose the fields — every standard and custom field, the parent company and the owner by name, the contacts count — and the records: the selection, the list's current filter, or every company. The default, Re-importable, is a file that imports back into the companies it came from.

Deleting a company​

Deleting a company unlinks it from every contact first, so no contact is left pointing at a record that no longer exists. Up to 500 contacts are unlinked in one pass; a company with more than that reports how many remain, and deleting again continues from where it stopped. The contacts themselves are untouched. The companies under it lose their parent company in the same pass, and keep everything else. The list's bulk bar deletes a selection the same way, one company after another.

Who can see a company​

A company follows the same per-site visibility as your contacts. It is created in the scope a contact captured on the same site would land in — the whole workspace when the workspace shares its data, and otherwise the sites that present as one sender — so a section of the CRM can never show a company to a reader who could not open the contacts at it.

Files​

The Files card attaches assets from the media library to this record: contracts, quotes, a signed proposal, a photo of the site.

  • Attach… opens the media browser. At a site you can pick from the site's own library and the workspace's shared one; at the organization hub only the shared library is offered, because a record there belongs to the workspace rather than to one site.
  • A record holds up to 20 files.
  • The ✕ beside a file removes the attachment. The file itself is untouched and stays in the library.

Files are stored by id, not by address. A file moved between folders keeps its attachment, and a private file is still served through the signed link that checks who is asking rather than through a public URL. A file deleted from the library is still listed, marked as no longer there, so an attachment never disappears without saying so.

Attachments are readable and writable through the REST API as mediaIds.