Companies

Why use this

Open Companies when you need account-level records that group multiple leads under one parent business.

Benefits:

• Group multiple leads under one parent account
• Roll up activity across every contact at a company
• Sell to accounts, not isolated contacts
• Run account-based outreach without a separate ABM tool

What this is

Companies is the account-level record where leads roll up. Each company has its own enrichment, owners, deals, and notes.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Lists every company.
• Aggregates leads, deals, tasks under each.
• Lets you merge duplicates.
• Enriches via the company-level Mission.

How to use it

1. Open /companies.
2. Search or filter.
3. Click into a company to see rolled-up leads.
4. Merge if duplicates exist.

Rules and limits

• Viewers read-only.