🏢 Companies & Contacts Directory
How Leads, Contacts & Companies Connect
These three modules are deeply interconnected. When you add a lead:
- Company Auto-Creation — if the company name/website already exists, the lead links to it. If new, a Company profile is created automatically.
- Contact Auto-Creation — the prospect’s details are saved as a Contact record and set as the Primary Contact for that company.
- Lead Record Created — the active sales opportunity is created with direct links to the company and contact.
One action (adding a lead) keeps all three modules in sync — no duplicate manual entry.
Companies Directory
Navigation: Header → Companies
What you can see: Company Name, Website, LinkedIn, Number of Employees, Description, Address, Owner, Created By.
Company Details page:
- Associated Contacts — all verified stakeholders within that enterprise.
- Associated Deals Pipeline — all historical, active, won, and lost deals linked to this account.
- Consolidated Revenue — total pipeline value and realized revenue across all company deals.
- Add Deal / Add Contact buttons — directly from the company page.
Business value: Consolidates all conversations, contacts, and opportunities under one master account — prevents conflicting outreach when multiple reps contact different departments at the same enterprise.
Contacts Directory
Navigation: Header → Contacts
What you can see: Contact Name, Phone, Email, POC LinkedIn, Company, Owner, Created By.
Contact Details page:
- One-click dial and direct email launcher.
- Linked Company profile and active lead records.
- Interaction timeline — calls, scheduled follow-ups, and meeting notes with this stakeholder.
Adding multiple contacts to one company: Add CEO, CTO, VP of Sales, and Procurement Lead as separate contacts within a Company Details page. Each has independent follow-ups and notes, while all deal revenue rolls up to the parent company.
Search & Filter
- Companies: filter by industry, owner, lead status, created date; search by name, email, phone.
- Contacts: filter by company, owner, designation, email, phone, created date.
