Company Management
This page covers all of the operations available for managing companies and their linked contacts.
Company Directory
The /companies page displays a searchable, paginated table of all companies in the workspace.
| Column | Description |
|---|---|
| Name | Company name (clickable — navigates to detail page) |
| Domain | Company website domain |
| Phone | Main phone number |
| Contacts | Badge showing the count of linked contacts |
| Added | Date the company was created |
Search
The search bar filters companies by name, domain, or phone using a case-insensitive partial match. Search is debounced (300ms) to reduce unnecessary queries while typing.
Creating a Company
Click the Add Company button to open the creation dialog. Only the Company Name field is required.
| Field | Required | Description |
|---|---|---|
| Company Name | ✅ | The organization's name |
| Domain | No | Website domain (e.g. acme.com) |
| Phone | No | Main phone number |
| Notes | No | Free-form notes |
After creation, the company appears in the directory and can be opened for editing, contact linking, and (if the Deals module is enabled) deal tracking.
Company Detail Page
Clicking a company row in the directory opens its detail page (/companies/[id]), which displays:
- Header card — Company name, domain (as a clickable link), phone, and full address.
- Tabs — Overview, Contacts, and Deals (if enabled).
Overview Tab
Shows the company's notes and metadata (address, created/updated timestamps).
Contacts Tab
Lists all contacts linked to the company. Each row shows:
| Column | Description |
|---|---|
| Contact | Name and email, with a ⭐ "Primary" badge if flagged |
| Job Title | The contact's role at this company |
| Work Email | Business-specific email (separate from personal) |
| Work Phone | Business-specific phone |
Deals Tab
This tab only appears when the Deals module is enabled for the workspace.
Lists all deals where this company is the associated entity, showing: title, value, pipeline stage, pipeline name, status (open/won/lost), and creation date.
Linking Contacts
To associate a contact with a company, click the Link Contact button on the Contacts tab to open the linking dialog.
Step 1: Search for a Contact
Type at least 2 characters to search across all contacts in the workspace. Contacts that are already linked to the company are automatically filtered out.
Step 2: Fill in Relationship Details
After selecting a contact, you can optionally provide:
| Field | Description |
|---|---|
| Job Title | Their role at this company (e.g. "Director of Marketing") |
| Work Email | Their business email address |
| Work Phone | Their business phone number |
| Primary Contact | Check to mark this person as the primary point of contact |
Click Link Contact to save the relationship.
Editing a Relationship
Click the edit (pencil) icon on any linked contact's row to open the Edit Relationship dialog. From here you can:
- Update the job title, work email, or work phone.
- Toggle the primary contact flag.
- Unlink the contact from the company (removes the
company_contactsrow, not the contact itself).
Editing a Company
Click the Edit button on the detail page to modify any company field, including the full address (line 1, line 2, city, state, postal code, country) and notes.
Deleting a Company
Click the Delete button on the detail page. A confirmation dialog appears before the delete is
executed. Deletion is restricted to Admin and Owner roles. Deleting a company also removes
all company_contacts junction rows (linked contacts are not deleted — only the association is removed).