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Managing Companies

Learn how to create, edit, and manage companies in Reach.

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Creating Companies

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Manual Creation

To create a new company:

1. Navigate to Companies in the sidebar
2. Click the Add Company button
3. Fill in the company details:
   • Name (required)
   • Domain
   • Website
   • Industry
   • Type (Prospect, Customer, Partner, Competitor)
   • Status (Active, Inactive, Archived)
4. Click Save

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Bulk Import

Import companies from CSV:

1. Navigate to Companies
2. Click Import button
3. Upload CSV file
4. Map columns to company fields
5. Confirm import

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Editing Companies

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Quick Edit

To edit a company:

1. Click on the company row in the table
2. The company detail page opens
3. Click Edit button in the sidebar
4. Modify fields
5. Click Save

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Bulk Edit

To update multiple companies:

1. Select companies using checkboxes
2. Click Bulk Edit button
3. Choose fields to update:
   • Status
   • Type
   • Industry
   • Company Size
4. Confirm changes

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Deleting Companies

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Single Delete

1. Click on the company to open detail view
2. Click Delete button
3. Confirm deletion

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Bulk Delete

1. Select companies using checkboxes
2. Click Bulk Delete button
3. Confirm deletion

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Managing Leads

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Linking Leads

To link leads to a company:

1. Open company detail page
2. Click Link Leads button in the right sidebar
3. Search for leads to link
4. Select leads
5. Confirm linking

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Viewing Linked Leads

The Company detail page shows all linked leads in the right sidebar:

• Lead name and username
• Lead status
• Lead priority
• Quick actions (view, edit, chat)

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Logo Management

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Upload Logo

1. Open company detail page
2. Click on the logo area in the sidebar
3. Upload image file
4. Logo displays in table and detail view

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Table Features

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Sorting

Click column headers to sort:

• Name (A-Z, Z-A)
• Domain
• Industry
• Type
• Status
• Created Date

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Filtering

Use the filter bar to narrow results:

• Search by name, domain, industry
• Filter by type
• Filter by status
• Filter by industry
• Filter by company size

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Column Customization

• Resize columns
• Reorder columns
• Show/hide columns
• Save column configurations

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Saved Views

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Create Saved View

1. Configure filters and columns
2. Click Save View
3. Enter view name
4. Save

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Switch Views

Use the view dropdown to switch between saved views.

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Export

Export companies to CSV:

1. Apply desired filters
2. Click Export
3. Choose export format
4. Download file