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.
Company management features are available on the Plus and Pro plans.
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.
Delete a Company
You'll find a link to delete a company at the bottom of the company profile in red text. Click Delete to start the process.
Note that there is no method to restore a company after deletion, so make sure that you're ready to delete a company before you do.
You will see a modal that advises you that the company will be deleted, though the contacts will not, if the company has associated contacts. Type in the word DELETE to confirm that you understand, then click Delete Company.
You will see a different modal if there are no contacts — just click the Delete button to confirm on that screen.
