Sales & CRM
Company detail
Per-company page.
3 min readcompanies, detailUpdated 2026-05-25 · v2
Open in your workspace
Goes to /companies
Why use this
Open Company detail when you need the full account view: contacts, deals, activity, and notes for one company.
Benefits:
- See every contact, deal, and activity for one account
- Coordinate across teammates working the same account
- Log notes and decisions on the account, not just leads
- Track account-level revenue, not just deal-level
What this is
Company detail is the per-company page: rolled-up leads, deals, tasks, notes. Merge duplicates here.
Who can access it
Owner, admin, member, viewer, agency, founder.
What it does
- Roll up children.
- Merge duplicates.
- Trigger company-level enrichment.
How to use it
- Open /companies/[id].
- Review.
- Merge if duplicates exist.
Rules and limits
- Merge is permanent.