Companies list
The Companies list
Open CRM > Companies to see the organizations your people work for, with their activity. The title shows how many companies you have. Each row is one company. Click a row to open the company page. The list loads more rows as you scroll.
The columns are Name, Domain, Industry, City, Country, Lifecycle, Owner, Tags, People, Last activity and Actions. On a small screen the table scrolls sideways.
Search, filter and sort
Type in Search name or domain.
Use Any owner, Any stage, Any segment and Any tag to narrow the list. You can pick several tags. The segment filter also offers Manage segments.
Sort by Last activity, Newest or Name A to Z.
Each active filter shows as a pill. Click the cross (Remove filter) to remove one, or Clear filters to remove all. The filters are kept in the page address. With no match you see No companies match these filters.
Add a company
Click New company (you need permission to edit CRM records). Only the Company name is required. You can add several domains (up to 10, for example example.com), a website that starts with https://, industry, company size, lifecycle stage, owner, address, VAT number, Chamber of commerce number, tags and custom fields. Click Save.
Domains matter: when a new person is created from an incoming email, QrX links them to the company that has the sender's domain. Free email domains are not used for this.
Edit or delete from a row
Each row has Edit and Delete icon buttons. Deleting a company removes it. The people of the company stay in your CRM without a company. Deleting needs the role setting Delete and merge CRM records.
Change many companies at once
Tick the boxes at the start of the rows, or use Select all loaded rows and then Select all N matching. The selection bar offers Assign owner (needs the role setting Assign CRM records to others), Add tag, Remove tag, Set lifecycle stage and Create task. Choose an action, pick the value, review the count and click Apply. You can tick at most 500 rows by hand, and an action changes at most 5,000 records. Bulk actions are included from the Starter plan.
To import companies from a file, open the import page and choose Companies. See the import guide.
