> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing companies

# Managing Companies

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

## Creating Companies

### 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**

<img src="https://mintlify.s3.us-west-1.amazonaws.com/raysium/companies/placeholder-add-company.png" alt="Add Company Dialog" />

### 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

## Editing Companies

### 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**

### 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

<img src="https://mintlify.s3.us-west-1.amazonaws.com/raysium/companies/placeholder-bulk-edit.png" alt="Bulk Edit Dialog" />

## Deleting Companies

### Single Delete

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

### Bulk Delete

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

## Managing Leads

### 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

### 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)

## Logo Management

### 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

## Table Features

### Sorting

Click column headers to sort:

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

### 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

### Column Customization

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

## Saved Views

### Create Saved View

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

### Switch Views

Use the view dropdown to switch between saved views.

## Export

Export companies to CSV:

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