Company Detail

The company detail page gives you a complete view of an organization and the people connected to it. Access it by clicking a company name from the companies list.

Basic information

The top section displays editable fields:

• Company name
• Email — General company email.
• Phone — Main phone line.
• Website — Company URL (clickable link).
• Location — City, state, and country.
• Employee range — Min and max employees, helping you gauge company size for your prospect preferences.

All fields are editable inline. Click a value, update it, and the change saves automatically.

The company's description sits inside the Company Information panel, full width under the other fields and above the address, with the AI Generate button beside its label. It no longer has a Description card of its own; the Notes card now takes that place in the right-hand column.

Notes

The Notes card in the right-hand column gathers, in one list newest first, everything written about the company and its people:

• The company's own notes
• Notes on the company's contacts
• Notes on those contacts' tasks, deals and pipeline cards

A note that came from a contact's record is labelled with the kind of record and the contact's name — for example Deal · Dana Smith — so you can tell a company note from one written about someone who works there.

If your access is limited to your own records, you see only the notes on records you can open. The card itself — scrolling, long notes, searching and the badges that mark automated notes — works the same way as on a contact; see Notes on the contact detail page.

Linked contacts

Below the company info, you can see every contact linked to this company. Each contact shows their name, email, role, and a link to their contact detail page.

To link more contacts, either update the contact's company field from the contact detail page, or see Linking Contacts.

Company tasks

The Company Task Wizard lets you create tasks specific to this company. These might include research tasks, preparation for meetings, or follow-up items. Tasks created here also appear on the Daily Tasks page.

Editing and deleting

Edit the company's fields in place on this page. Deleting is separate: at the bottom of the page there is a red danger section with its own Delete Company button, which asks you to confirm before it removes the record. Deleting a company does not delete its linked contacts — those contacts remain but lose their company association.