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Company properties make account records searchable, filterable, and useful across conversations, tickets, and reports.

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Overview

Keep company properties current so teammates can quickly understand the account and route work correctly.

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Company properties

Company properties appear in company forms, lists, detail pages, and filters.

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Name

The company name is the primary identifier for the account.

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Owner

Owner indicates who is responsible for the company relationship or account context.

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Labels

Labels categorize companies by segment, state, priority, or internal grouping.

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Sector

Sector describes the company’s industry or market.

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Employee count

Employee count helps classify company size.

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Website

Website and domains help identify and enrich the company record.

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Relationships

Relationships connect the company to the rest of the workspace.

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Contacts

Contacts are the people associated with the company.

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Conversations

Linked conversations show communication history for the account.

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Tickets

Linked tickets show open and historical follow-up work.

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Peers

Peers connect related companies.