Companies

Organizations you sell to.

Who can use this page

Who: anyone with a Vector (CRM) role of Admin, Member or Viewer. Vector access is set per person and is separate from your other roles.

Companies lists organizations with industry, contact count and owner. Open a row or its arrow for website, company information and related deals.

• Search and filter: search by name, and filter by industry, country and a created-date range.
• Add a company: select Add company (Admin and Member).

Search runs automatically after a short pause; Enter runs it immediately. Filters and status chips apply immediately. Done closes the filter panel, and active hidden filters remain visible below search. Remove one by selecting its summary. Clear search affects text only; Clear filters resets all optional constraints. The URL retains your choices for reload and browser Back/Forward. A failed request shows Try again instead of an empty result.

Company page

Select a company to see its details (type, stage, address, phone, founded year, annual revenue, LinkedIn and X), a summary of contacts and open deals, tags, custom fields, its pipelines and logged activities. Use Edit to update it.

Stages track the relationship: Lead, Prospect, Customer, Partner and Churned.

When opened from an overview widget, the detail header returns to the originating dashboard or full queue, including its scope and page. Direct links keep the normal listing return link.