Company Profiles and Company List
NEW Two new features are here to help you zoom out and see the bigger picture: company list and company profile.
The company list gives you a bird’s-eye view of all the companies your customers are part of. Click into any one to open the Company Profile, where you’ll find space for internal notes and quick links to conversations and contacts from that company — all in one tidy spot.
In this article
Company List
Head to Manage > Customers > Companies to view the company list.
Company Profiles
Click on any company from the company list or from a conversation sidebar to view the profile for that company.
Click on Conversations to view all the conversations from all contacts associated with the company, and click on Contacts to find a list of all the contacts with links to their customer profiles.