Companies
Companies as the B2B CRM record (doc 102) — fields, custom fields, people with their roles, imports, the conversation's company context and the panel's global search.
List companies (search, filters, sort)
The workspace's companies. Needs `crm.view` (or an organization write
Create a company
Needs `organizations.manage`. A domain or tax number that another
Industries in use (the industry filter's options)
Industries in use (the industry filter's options)
Bulk action over selected companies
Add / remove a tag, set the account owner or lifecycle stage, or delete.
Download a company or people import template
Download a company or people import template
Preview a company or people file (column mapping)
Reads the header and up to 20 rows. Each column comes back with the key
Import companies, or people with their companies (queued)
Parks the upload and queues a resumable run (one run at a time per
Progress / result of a company or people import
Progress / result of a company or people import
A company with its first people, deals and subsidiaries
A company with its first people, deals and subsidiaries
Update a company (partial)
Custom fields merge over the stored ones; a key sent as null is removed.
Delete a company
Its person links go with it; a person whose primary company it was gets
The company's people, with role and title
The company's people, with role and title
Add an existing or a new person to the company
`contact_id` links an existing person (needs `contacts.manage` on them);
Tag a company
The tag must be unrestricted or restricted to the `organization` domain.
Remove a tag from a company
Remove a tag from a company
A person's companies, with role / title / primary
A person's companies, with role / title / primary
Link a person to a company
Needs `contacts.manage` on the person and sight of the company. The
Change a link's role, title or primary flag
`is_primary: false` on the current primary is ignored — make another link primary instead.
Remove a person from a company
Removing the primary link promotes the person's oldest remaining company.
The conversation sidebar's company block
The person's primary company — lifecycle, owner, the other people there
Global search — people and companies
The first six saved contacts and the first six companies matching the