Inside a Company Record

A company record provides a complete, account-level view of an organization and every interaction associated with it. From a single record, teams can review organizational details, track engagement across contacts, access AI-generated insights, communicate with stakeholders, and collaborate internally without switching between tools.

AI Insights

Understanding the health of an account often requires reviewing interactions across multiple contacts, meetings, emails, and opportunities. AI Insights brings this information together, helping teams quickly evaluate account engagement, spot risks, and determine the next best action at the organizational level.

Depending on available data, AI Insights may include:

• AI Scoring — account-level scoring based on engagement, fit, and intent signals
• AI Summary — a generated overview of the account's current state and recent activity
• Key Insights — important patterns, changes, or signals surfaced from account data
• Next Actions — recommended steps to move the relationship forward

Learn more about how these insights are generated in Data Enrichment.

Activity

The Activity tab provides a chronological timeline of interactions associated with the company, spanning every contact, meeting, email, and internal update tied to the account. Reviewing account-level activity helps teams understand how engagement has evolved across the organization over time, rather than piecing together interactions one person at a time.

The activity timeline may include:

• Emails
• Calls
• Meetings
• Notes
• Record updates
• Ownership changes
• Lifecycle stage changes

Tasks

The Tasks tab surfaces follow-ups, reminders, and action items associated with the company. Keeping tasks tied to the account record ensures nothing falls through the cracks, especially when multiple team members are working the same organization.

From this tab, teams can:

• View open and pending tasks
• Review completed tasks
• Create new tasks
• Track upcoming deadlines

Emails

The Emails tab contains the full history of email conversations associated with the company, aggregated across every contact at the organization. Having account-wide communication history in one place makes it easier to understand ongoing conversations, identify gaps in engagement, and prepare for outreach.

New email conversations can also be started directly from the company record.

Meetings

The Meetings tab provides visibility into both upcoming and past meetings associated with the company. This helps teams stay aligned on what's been discussed, review meeting history across contacts, and prepare for future conversations with full account context.

Notes

Notes capture information that may not exist in emails or meetings, like strategic observations, customer feedback, internal context, or follow-up reminders. Storing notes on the company record ensures account-level knowledge is preserved and accessible to everyone working with the organization.

Examples include:

• Meeting takeaways
• Account strategy notes
• Customer requests
• Internal observations

Attachments

The Attachments tab stores files and documents associated with the company. Keeping supporting materials alongside the account record ensures important documents remain easy to find when needed.

Examples include:

• Proposals
• Contracts
• Presentations
• Case studies
• Supporting documents

Company Information Panel

The company information panel provides quick access to all available organizational details. Having firmographic data, ownership information, account attributes, associated contacts, and deal information in one place makes it easy to review and update records as account relationships evolve.

Depending on workspace configuration, this panel may include:

• Company details (domain, industry, employee range, revenue)
• Location and firmographic data
• Account ownership
• Associated contacts and deals
• System fields
• Custom fields

Comments and Collaboration

Company records serve as a shared workspace for account-level collaboration. Team members can add comments directly to a record to share updates, flag important context, and document decisions.

For example:

• Customer requested a walkthrough of a specific feature
• Budget approval expected next quarter
• Key stakeholder changing roles

Keeping account discussions attached to the record ensures everyone working with the organization has access to the same context.

Take Action from the Record

The company record allows teams to perform common actions without leaving the page, helping manage account relationships more efficiently from a single workspace.

Available actions include:

• Send emails
• Make calls
• Schedule meetings
• Start meetings
• Create notes
• Create tasks

Deleting a Company

Companies can be deleted from the Companies object page. Deletion requires appropriate permissions.

Company records bring together organizational information, communications, activities, and AI insights in a single workspace, helping teams maintain a complete view of every account they engage with.