Company Management

Companies represent the organisations your business works with. A company record groups related contacts together and provides a central place to track deals, invoices, files, and notes for that organisation.

Navigating to Companies

From the main sidebar, click CRM > Companies. This opens the company list, which displays all companies in a paginated table.

The company list shows the following columns:

• Name: the company name (clickable to open the detail page)

• Domain: the company's website domain

• Industry: the industry or sector

• City: the company's city

• Contacts: the number of contacts linked to the company

• Created: the date the company was added

Creating a Company

From the Companies Page

1. Click the New Company button in the top-right corner.

2. Fill in the company form.

Inline from a Contact Form

When creating or editing a contact, you can create a company without leaving the form:

1. Click + New next to the Company dropdown.

2. Enter the company name.

3. Press Enter or click Create.

4. The company is created and automatically linked to the contact.

Company Form Fields

Company Details

Address

Notes

A free-text area for any additional information about the company.

Custom Fields

Custom fields work identically to contact custom fields:

1. Enter a field name (e.g. "VAT Number", "Account Manager").

2. Enter the value.

3. Click Add or press Enter.

4. The field appears above the inputs. Click the X icon to remove it.

Saving

Click Create Company to save the new record. Click Cancel to discard.

Company Detail View

Click any company name in the list to open its detail page. The detail page displays:

Header

The company name, domain, industry, size, phone number, and address. Action buttons include Edit and Delete.

Associated Contacts

A list of all contacts linked to this company. Each contact shows:

• Full name (clickable link to the contact detail page)

• Email address

• Lifecycle stage badge

This section helps you see at a glance who your points of contact are within the organisation.

Deals

A list of all deals linked to the company, showing:

• Deal title (clickable link to the deal detail page)

• Deal value

• Current stage with colour-coded badge

• Expected close date

Invoices

If your concorbit plan includes invoicing, the company detail page shows invoices issued to or associated with the company, including:

• Invoice number

• Amount

• Status badge (Draft, Sent, Paid, Overdue, Void, Refunded)

• Date

Files

Upload and manage files associated with the company:

• Click the upload button to attach a file.

• Files can be shared to the client portal using the portal share toggle.

• Delete files with the delete button (requires confirmation).

Vault

The company detail page includes a secure vault for storing sensitive information like passwords, API keys, and credentials:

• Create folders to organise secrets.

• Add secrets with types like password, API key, or note.

• Secrets are encrypted and require explicit reveal to view.

• Vault access is restricted when viewing via impersonation or partner switch.

Notes and Custom Fields

The company's notes and custom fields are displayed on the detail page.

Filtering and Searching

Search

Use the search box at the top of the company list to search by name, domain, industry, or city. Press Enter or click Filter to apply.

Sorting

Click any sortable column header to sort the table. Sortable columns are:

• Name: sorts alphabetically by company name

• Industry: sorts alphabetically by industry

• City: sorts alphabetically by city

• Contacts: sorts by the number of linked contacts

• Created: sorts by creation date

Click the same column header again to reverse the sort direction. An arrow indicator shows the current sort.

Clearing Filters

Click the Clear button to reset all filters and sorting to defaults.

Pagination

When you have more companies than fit on a single page, pagination controls appear at the bottom of the list. The total company count is shown on the left. Click page numbers or previous/next arrows to navigate.

Editing a Company

1. Navigate to the company detail page by clicking the company name in the list.

2. Click Edit.

3. The edit form is identical to the create form, pre-populated with the company's current data.

4. Make your changes and click Save Changes.

Deleting a Company

1. Open the company detail page.

2. Click Delete.

3. A confirmation dialog warns: "Delete this company? Associated contacts will not be deleted."

4. Click OK to confirm.

Deleting a company removes the company record but does not delete contacts that were linked to it. Those contacts will simply have their company association cleared.

Company Hierarchy

Companies in concorbit are flat records, there is no built-in parent/child hierarchy. If you need to represent a corporate structure (e.g. a parent company with subsidiaries), you can:

• Use custom fields (e.g. "Parent Company") to reference other companies.

• Use tags (e.g. "Subsidiary", "Parent") to categorise companies.

• Add notes describing the relationship.

Tags on Companies

Tags can be applied to companies just as they are to contacts. Tags appear on the company detail page and can be used for filtering and organisation. See Tags, Segments & Lead Scoring for details on creating and managing tags.

Linking Contacts to Companies

The relationship between contacts and companies is managed from the contact side:

• When creating or editing a contact, select a company from the Company dropdown.

• When a contact is linked, they appear in the company's Associated Contacts section.

• A contact can belong to only one company at a time.

To move a contact to a different company, edit the contact and change the Company selection.

Company Fields Reference

Tips

• Use the domain field to quickly identify companies and avoid duplicates.

• Link all relevant contacts to their company so your team can see the full picture of an organisation.

• Check the Deals section on the company detail page to see total pipeline value for that account.

• Use the vault to securely store client credentials and API keys rather than putting them in notes.