Company Management

Companies (also called organizations or accounts) represent the businesses you work with. This guide covers how to effectively manage company records and relationships in TightBlocks.

Table of Contents

• Overview

• Creating Companies

• Company Fields

• Viewing and Editing Companies

• Linking Contacts to Companies

• Company Activities and Deals

• Company Hierarchies

• Searching and Filtering Companies

• Company Insights and Analytics

• Best Practices

Overview

Company records help you:

• Track B2B relationships and organizational accounts

• Group related contacts under one organization

• Manage deals at the company level

• View complete relationship history

• Understand organizational structure through hierarchies

Companies vs. Contacts

• Companies = Organizations, businesses, accounts

• Contacts = Individual people at those companies

• A company can have multiple contacts

• A contact can be associated with one company

Creating Companies

Manual Creation

Method 1: From Companies Page

1. Go to Companies in the sidebar

2. Click + New Company button

3. Fill in company details

4. Click Save

Method 2: Quick Create

1. Press c (keyboard shortcut) or click + in the top navigation

2. Select Company

3. Fill in required fields

4. Click Save

Method 3: During Contact Creation

1. When creating or editing a contact

2. In the Company field, type the company name

3. If it doesn't exist, click + Create New Company

4. Enter company details

5. Save - the contact will be automatically linked

Auto-Creation

Companies can be created automatically:

• When importing contacts with company names

• Through email integration (from email domains)

• Via API integrations

• Through web forms

Tip: Enable "Auto-create companies from email domains" in Settings to automatically create company records when contacts from new domains are added.

Company Fields

Standard Fields

Required:

• Company Name - The organization's name

Recommended:

• Domain - Company website domain (e.g., acme.com)

  • Used for auto-matching email addresses to company

  • Used for fetching company logo and information

• Industry - Business sector or industry

• Website - Full website URL

Optional:

• Phone - Main company phone number

• Employee Count - Company size

  • Options: 1-10, 11-50, 51-200, 201-500, 501-1000, 1000+

• Annual Revenue - Yearly revenue (in your currency)

• Founded Year - Year the company was established

• Description - Overview of the company's business

• Address - Physical location

  • Street address

  • City

  • State/Province

  • Country

  • Postal/ZIP code

• Social Profiles

  • LinkedIn company page

  • Twitter handle

  • Facebook page

Custom Fields

Administrators can add custom fields for your specific needs:

Common Custom Fields:

• Account Type - Customer, Prospect, Partner, Vendor

• Account Status - Active, Inactive, Churned

• Contract Start Date - When service began

• Contract End Date - Renewal date

• Support Tier - Basic, Premium, Enterprise

• Customer Success Manager - Assigned team member

• Lead Source - How the company was acquired

• Annual Contract Value (ACV) - Contract value

• Technologies Used - Tech stack

• Number of Locations - For multi-location businesses

Viewing and Editing Companies

Company List View

The companies list displays all organizations in a table:

Default Columns:

• Company name (with logo if available)

• Domain

• Industry

• Employee count

• Number of contacts

• Number of deals

• Total deal value

• Last activity date

• Owner

Customizing the view:

• Click column headers to sort

• Drag columns to reorder

• Use ⋮ menu to show/hide columns

• Save custom views for quick access

Company Detail View

Click any company to see the full detail page with tabs:

Overview Tab:

• Company information summary

• Logo and key metrics

• Quick actions (Create Deal, Add Contact, Log Activity)

• Recent activity feed

• Key stats:

  • Total number of contacts

  • Open deals and total value

  • Closed/won deals

  • Last activity date

Contacts Tab:

• All contacts associated with this company

• Contact roles and titles

• Quick add/link contacts

• Primary contact indicator

Deals Tab:

• All deals with this company

• Pipeline stage and value

• Deal owner and stage

• Filter by open/closed

Activities Tab:

• Complete interaction history

• Emails, calls, meetings, notes

• Activity with any contact at the company

• Timeline view

Tasks Tab:

• All tasks related to this company

• Both open and completed

• Assigned to any team member

Files Tab:

• Documents attached to the company

• Contracts, proposals, presentations

• Upload and download files

Editing Companies

Inline Editing:

1. Hover over any field in the detail view

2. Click to edit

3. Press Enter to save

Full Edit Mode:

1. Click Edit button

2. Update any fields

3. Click Save or press Ctrl+Enter / Cmd+Enter

Linking Contacts to Companies

Adding Contacts to a Company

From Company Detail Page:

1. Open the company

2. Go to Contacts tab

3. Choose an option:

   • + Add Existing Contact - Link a contact already in your CRM

   • + Create New Contact - Create and link a new contact

4. For existing contacts:

   • Search by name or email

   • Select the contact

   • Click Link

From Contact Page:

1. Open the contact (or create a new one)

2. Click Edit

3. In the Company field, search for the company

4. Select the company

5. Click Save

Setting Primary Contact

Designate a primary contact for each company:

1. Open the company

2. Go to Contacts tab

3. Find the contact you want to set as primary

4. Click ⋮ menu next to their name

5. Select Set as Primary Contact

The primary contact is used as the default for:

• New deals with this company

• Email communication

• Notifications and reports

Unlinking Contacts

To remove the company association from a contact:

1. Edit the contact

2. Clear the Company field

3. Save

Or from the company's Contacts tab:

1. Find the contact

2. Click ⋮ menu

3. Select Unlink Contact

Company Activities and Deals

Activity Tracking

All activities logged with contacts at a company are automatically associated with the company.

Logging Company-Level Activities:

Activities that don't relate to a specific person:

1. Open the company

2. Go to Activities tab

3. Click + Log Activity

4. Select type (Call, Meeting, Note)

5. Fill in details

6. Click Save

Viewing Activity History:

The company's Activities tab shows:

• All contact-level activities

• Company-level activities

• System events (deals created, stage changes)

• Timeline view with filters

Deal Management

Creating Deals:

1. Open the company

2. Click + New Deal button

3. Deal form auto-populates:

   • Company field (already set)

   • Primary contact (if set)

4. Fill in deal details

5. Click Save

Viewing Company Deals:

The Deals tab shows:

• All open deals with this company

• Completed deals (won/lost)

• Total value by stage

• Win rate and average deal size

Deal Metrics:

In the company overview, see:

• Open Deals: Number and total value

• Closed Won: Number and total value

• Win Rate: Percentage of deals won

• Average Deal Size: Mean deal value

Company Hierarchies

For organizations with parent/subsidiary relationships, use company hierarchies.

Setting Up Hierarchies

Defining Parent-Child Relationships:

1. Open the subsidiary/child company

2. Click Edit

3. In the Parent Company field, search for the parent

4. Select the parent company

5. Click Save

Example Hierarchy:

Acme Corporation (Parent)
├── Acme Europe (Subsidiary)
├── Acme Asia (Subsidiary)
└── Acme Manufacturing (Subsidiary)

Viewing Hierarchies

From Parent Company:

1. Open the parent company

2. See Subsidiaries section in the Overview tab

3. Lists all child companies

4. Click any subsidiary to view details

From Child Company:

1. Open the subsidiary

2. See Parent Company section in Overview

3. Click to view parent details

Hierarchy Benefits

Consolidated Reporting:

• Roll up deals from all subsidiaries

• View total revenue across organization

• Track engagement across the entire organization

Relationship Mapping:

• Understand organizational structure

• Identify cross-sell opportunities

• Coordinate multi-location sales

Strategic Account Management:

• Assign parent company owner to manage relationship

• View all touchpoints across subsidiaries

• Plan organization-wide initiatives

Searching and Filtering Companies

Quick Search

Global Search:

1. Press Cmd+K or Ctrl+K to open global search, or use the search bar

2. Type company: followed by your search term

3. Or just type to search across all records

Companies Page Search:

1. Go to Companies

2. Use the search box

3. Searches across:

   • Company names

   • Domains

   • Industry

   • Tags

Advanced Filters

Build complex filters:

1. Go to Companies

2. Click Filters

3. Add conditions:

Available Filters:

• Company Name - Contains, starts with, equals

• Domain - Contains, equals

• Industry - Is, is not

• Employee Count - Range or specific size

• Annual Revenue - Greater than, less than, equals

• Owner - Is, is not

• Number of Contacts - Greater than, less than, equals

• Number of Deals - Greater than, less than, equals

• Deal Value - Greater than, less than, equals

• Last Activity - Date range (e.g., "No activity in 60 days")

• Created Date - Date range

• Tags - Has, does not have

• Custom Fields - Based on your custom fields

Example Filters:

• "Technology companies with 50+ employees and open deals > $10,000"

• "Companies with no activity in the last 90 days"

• "Enterprise customers with more than 5 contacts"

Saved Views

1. Configure your filters

2. Click Save View

3. Name it (e.g., "Enterprise Prospects")

4. Set visibility (private or shared)

5. Access from View dropdown

Company Insights and Analytics

Company Scorecard

Each company has a scorecard showing:

Engagement Metrics:

• Last contact date

• Total activities (calls, meetings, emails)

• Frequency of communication

• Response rate

Deal Metrics:

• Number of open deals

• Total pipeline value

• Average deal size

• Win rate (closed won / total closed)

Relationship Health:

• Engagement trend (increasing/decreasing)

• Days since last activity

• Number of contacts and relationships

• Deal velocity (average time to close)

Company Tags

Use tags to categorize companies:

Common Tag Categories:

• Account Type: customer, prospect, partner, vendor

• Account Tier: tier-1, tier-2, tier-3

• Status: active, at-risk, churned

• Priority: high-priority, strategic-account

• Segment: smb, mid-market, enterprise

• Lead Source: inbound, outbound, referral, event

Reporting

Generate company-related reports:

Available Reports:

• Account Health: Engagement and activity trends

• Revenue by Company: Deal value and revenue by company

• Pipeline by Company: Current pipeline breakdown

• Win Rate by Company: Success rates

• Activity by Company: Communication frequency

Access reports from Reports in the sidebar.

Best Practices

Company Data Management

1. Consistent Naming

• Use official company names (e.g., "Acme Corporation" not "Acme Corp")

• Be consistent with abbreviations

• Avoid generic names like "Test Company"

• Check for existing companies before creating

2. Complete the Domain Field

• Always enter the company domain when known

• Use root domain only (e.g., acme.com not www.acme.com)

• Enables automatic contact matching

• Helps fetch company logos and information

3. Leverage Tags

• Tag companies by segment, status, and tier

• Use consistent tagging across your team

• Create saved views based on tags

• Review and update tags regularly

4. Maintain Hierarchies

• Set up parent-child relationships for enterprise accounts

• Keep hierarchies up to date

• Use for consolidated reporting

• Assign strategic account managers to parent companies

Organization Strategies

1. Define Ownership

• Assign every company to an owner

• Owner is responsible for relationship

• Use territories or round-robin for new companies

• Reassign when team members leave

2. Regular Hygiene

• Review and merge duplicate companies monthly

• Update outdated information

• Archive inactive companies

• Remove test/spam records

3. Engagement Tracking

• Log all significant company-level interactions

• Set reminders for follow-ups

• Monitor companies with no recent activity

• Create tasks for at-risk accounts

Strategic Account Management

1. Enterprise Accounts

• Create detailed profiles for key accounts

• Document organizational structure

• Map all relationships and contacts

• Regular strategic reviews

2. Multi-Threading

• Connect with multiple contacts at each company

• Identify decision makers and influencers

• Don't rely on single relationship

• Track roles and responsibilities

3. Account Planning

• Set goals for each strategic account

• Plan touchpoints and activities

• Track progress against targets

• Coordinate across your team

Data Quality

1. Enrichment

• Use domain to fetch company data

• Add social profiles

• Keep contact lists current

• Update employee count and revenue annually

2. Validation

• Verify information periodically

• Check websites are still active

• Confirm addresses and phone numbers

• Update as companies change

3. Documentation

• Use the description field for important context

• Add notes about company structure

• Document key initiatives or projects

• Record preferred communication methods

Automation

1. Workflow Automation

• Auto-assign new companies based on territory

• Send alerts for companies with no activity

• Create tasks for account reviews

• Update status based on deal outcomes

2. Email Integration

• Sync emails with company contacts

• Automatically log communication

• Track engagement patterns

• Identify key relationships

3. Reporting Automation

• Schedule weekly account health reports

• Alert on at-risk accounts

• Track strategic account KPIs

• Monitor pipeline by company

Related Articles

• Contact Management - Manage people at companies

• Deal Pipeline Management - Create and track company deals

• Activities & Tasks - Log company interactions

• Workflow Automation - Automate company management

• Reports & Analytics - Company reporting

• FAQ - Common questions

Last Updated: January 2026