Company Intelligence
Company Intelligence aggregates data from all linked leads to provide a comprehensive view of your business relationship with each company.Overview
The Intelligence tab in the Company detail view provides aggregated metrics and insights about your interactions with the company.
Key Metrics
Contact Metrics
| Metric | Description |
|---|---|
| Total Leads | Number of contacts at this company |
| Messages Sent | Total outbound messages |
| Messages Received | Total inbound messages |
| Response Rate | Percentage of messages that received responses |
Deal Metrics
| Metric | Description |
|---|---|
| Active Deals | Deals currently in pipeline |
| Won Deals | Successfully closed deals |
| Total Value | Sum of all deal values |
Engagement Metrics
| Metric | Description |
|---|---|
| Avg Response Time | Average time to receive response |
| First Contact | Date of first message |
| Last Contact | Date of most recent message |
Team Interactions
Track interactions across your team:- Which team members have contacted leads at this company
- Total conversations by team member
- Activity timeline per team member
AI Storyline
Generating Storylines
The AI Storyline feature generates a summary of all interactions with the company:- Navigate to Company Intelligence tab
- Click Generate Storyline
- AI analyzes all:
- Messages sent
- Responses received
- Deal activities
- Campaign participation
- Summary is generated
Version History
- Each generation creates a new version
- View previous versions
- Compare versions
- Delete old versions
Activity Timeline
The Activity tab shows a chronological timeline of all activities:Activity Types
- Lead Created: When leads were added
- Message Sent: Outbound messages
- Message Received: Inbound responses
- Deal Created: When deals were created
- Deal Updated: Stage or value changes
- Campaign Activity: Campaign participation
Filtering Activities
- Filter by date range
- Filter by activity type
- Search activities
- Export activity log
Conversation Archive
The Conversations tab shows archived message history:- Messages from all linked leads
- Conversation threads
- Media shared
- Timestamps
Company Health Score
Calculate company health based on:- Response rate trend
- Deal conversion rate
- Recent activity level
- Engagement frequency
Integration with Leads
The Intelligence view aggregates data from all linked leads:- Lead Aggregation: Combines metrics from all contacts
- Activity Merging: Merges activity timelines
- Deal Summing: Sums deal values and counts
- Unified View: Single view of company relationship
Best Practices
- Link All Leads: Ensure all relevant leads are linked to companies
- Regular Updates: Generate new storylines periodically
- Track Activities: Monitor activity for engagement trends
- Use Metrics: Leverage metrics for prioritization
- Team Coordination: Coordinate team interactions for best results