> ## 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.

# Overview

# Companies

The Companies module provides comprehensive CRM functionality for managing business accounts and their associated leads.

## Overview

Companies in Reach allow you to organize leads by business entity, track company-level intelligence, and manage relationships at the company level.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/raysium/companies/placeholder-companies.png" alt="Companies Interface" />

## Key Features

### Company Management

Create and manage company records:

* **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

### Company Fields

| Field Category | Fields                                         |
| -------------- | ---------------------------------------------- |
| Basic Info     | Name, Domain, Website, Description, Industry   |
| Business Type  | Type (Prospect, Customer, Partner, Competitor) |
| Status         | Active, Inactive, Archived                     |
| Size           | Employee Count, Annual Revenue                 |
| Contact        | Email, Phone Number                            |
| Address        | Full address with city, state, country         |
| Social         | LinkedIn, Twitter, Facebook, Instagram         |
| Custom         | Custom fields support                          |

### Company Detail View

Three-column layout for comprehensive company information:

#### Left Sidebar - Company Profile

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

#### Main Content - Tabs

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

#### Right Sidebar - Related Data

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

## Company Intelligence

### Aggregated Metrics

Company intelligence aggregates data from all linked leads:

* **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

### AI Storyline

Generate AI-powered summaries of company interactions:

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

## Linking Leads to Companies

### 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

### Lead-Company Relationship

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

## Custom Fields

Companies support custom field definitions:

* Text fields
* Number fields
* Dropdown fields
* Boolean fields
* Date fields
* Textarea fields

## Saved Views

Save and manage custom table views:

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

## API Endpoints

```http theme={null}
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
```

## Company Types

| Type       | Description         |
| ---------- | ------------------- |
| Prospect   | Potential customer  |
| Customer   | Active customer     |
| Partner    | Business partner    |
| Competitor | Competitor company  |
| Other      | Other business type |

## 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