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Companies

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Overview

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Key Features

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Company Management

• Create Companies: Add companies with name, domain, industry, type
• Edit Companies: Update all company details
• Delete Companies: Soft delete with data preservation
• Bulk Operations: Delete or update multiple companies at once

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Company Fields

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Company Detail View

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Left Sidebar - Company Profile

• Company logo upload
• Name and domain
• Status and industry badges
• Contact information
• Business details
• Social media links
• Custom fields

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Main Content - Tabs

• Intelligence Tab: AI-powered insights and KPIs
• Activity Tab: Timeline of all activities
• Conversations Tab: Saved message archives

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Right Sidebar - Related Data

• Linked People (Leads)
• Associated Deals
• Campaign Participation

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Company Intelligence

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Aggregated Metrics

• Total Leads: Number of contacts at the company
• Messages Sent: Total messages sent to all leads
• Messages Received: Total responses received
• Response Rate: Overall response rate
• Average Response Time: Mean time to receive responses
• Active Deals: Current deals in pipeline
• Won Deals: Closed-won deals count
• Total Deal Value: Sum of all deal values

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AI Storyline

• Generate Summary: Create storyline from all lead interactions
• Version History: Keep track of generated summaries
• Manage Versions: View, select, or delete versions

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Linking Leads to Companies

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Association Methods

1. Manual Linking: Use “Link Leads” button in company detail
2. Import: Link leads during CSV import
3. API: Programmatic linking via API

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Lead-Company Relationship

• One company can have multiple leads
• Lead details show linked company
• Company shows all associated leads
• Activity aggregates across all leads

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Custom Fields

• Text fields
• Number fields
• Dropdown fields
• Boolean fields
• Date fields
• Textarea fields

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Saved Views

• Filter by any company field
• Save filter configurations
• Toggle between saved views
• Share views with organization

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API Endpoints

POST   /companies/query           - Query companies
POST   /companies/               - Create company
GET    /companies/{id}            - Get company details
PUT    /companies/{id}           - Update company
DELETE /companies/{id}           - Delete company
GET    /companies/{id}/leads     - Get linked leads
GET    /companies/{id}/intelligence - Get aggregated intelligence
GET    /companies/{id}/activities   - Get activity timeline
POST   /companies/{id}/storyline   - Generate AI storyline
POST   /companies/{id}/logo        - Upload company logo
POST   /companies/bulk/delete     - Bulk delete
POST   /companies/bulk/update     - Bulk update

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Company Types

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Best Practices

1. Consistent Naming: Use consistent company naming conventions
2. Link Related Leads: Associate all leads from the same company
3. Use Custom Fields: Capture industry-specific company data
4. Track Activities: Monitor company-level engagement
5. Generate Storylines: Use AI to summarize complex relationships