Companies

Companies group the contacts who work for the same business. A company page shows its details, its revenue, and the contacts and deals linked to it.

What you can do depends on your role. If a button or menu item described here is missing, ask an admin to check your role in Manage users and roles.

The companies list

In the sidebar, under Main Hub, click Companies.

Your companies

Column	What it shows
Company name	Click it to open the company page.
Company website	The website, as a link that opens in a new tab.
Company Owner	The staff member responsible for the company.
Associated Contact	The contacts linked to the company.
Location	The address, joined into one line.
Company Size	The number-of-employees range.

The list shows 10 companies per page, A to Z by name. Click the heading of Company name, Company website or Company Size to sort by it.

Search and filter

Type in Search to find companies by name, website, company size, location or the name of an associated contact.

Click the filter button next to the search box to open Filter.

Filter	What it does
Company	Shows only the companies you pick.
Company Owner	Shows companies owned by any of the staff you pick.
Date Created	Shows companies created between two dates.
Last Activity	Shows companies last changed between two dates.

Click Apply to filter. Click Clear filters to remove all filters. Search and filters work together.

Row actions

Click the arrow at the end of a row.

Action	What it does
Edit	Opens the Edit Company form.
View Company	Opens the company page.
Delete	Asks you to confirm with Confirm Delete, then deletes the company.

Warning

Deleting a company removes it for good, along with its links to contacts. The contacts themselves aren’t deleted.

Add a company

1. Open the form

   On Companies, click Add company.

   

   Add company

2. Enter the details

   Fill in the fields in the table below. Only Company name is required.

3. Save

   Click Add company. The company appears in the list.

Field	Required	What it does
Company name	Yes	Shows Name is required if empty.
Company website	No	Enter the domain only, for example example.com. https:// is already filled in. Anything that isn’t a valid domain shows Please enter a valid domain (e.g., example.com, google.com)!
Company Owner	No	The staff member responsible.
Address Line 1, Address Line 2, Country, State, City, Postal Code	No	The company’s address. State appears only when Country is the United States. Picking a different country clears State and City.
Associated Contact	No	One or more existing contacts to link to the company.
Number of Employees	No	A range: 1 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1,000, 1,001 - 5,000 or 5,001+.
LinkedIn URL	No	The company’s LinkedIn page, without https://, for example linkedin.com/company/your-company. A value that starts with http or isn’t a LinkedIn address shows Please enter a valid LinkedIn URL (e.g., linkedin.com/company/your-company).

To edit a company, choose Edit in the row menu. The Edit Company form has the same fields. Click Edit Company to save.

The company page

Click a company’s name to open its page.

A company's page

The top of the page shows:

• The name, Company website, Address, Date Created, Last Activity and Company Owner. Last Activity is when the company record was last changed.
• Company Size, Founded Year and LinkedIn. Founded Year is the year the company was added to Nuvioo, not the year the business started.
• The revenue cards.

Click Companies at the top to go back to the list.

Edit on the company page

• Click the pencil icon next to the name to edit the name, website, owner, Company Size and LinkedIn link. Click Save to keep your changes or Cancel to discard them.
• Click the pencil icon next to Address to open Edit Address. Change the address fields and click Save.

Revenue cards

Each card shows an amount for the current month and how it compares with last month. Click the question mark on a card for a short explanation.

Card	What it counts
Total Revenue	Payments received this month from the company’s contacts. Only successful payments count.
Net Revenue	The same payments after refunds, discounts and other deductions.
MRR Total	Payments received this month from the company’s active subscriptions.

The figures come from the contacts linked to the company. A company with no linked contacts shows $0.

Contacts and deals

The Contacts card lists the company’s contacts with their job title, email, phone number and deals. The Deals card lists the company’s deals with amount, close date, stage and pipeline. Click a name to open the contact or deal.

Click + Add on a card to link more:

Card	+ Add options	What they do
Contacts	Add New Contact	Opens the contact form with this company already selected.
Contacts	Add Associated Contact	Opens Associate Contact. Search for existing contacts, pick one or more and click Associate.
Deals	Add New Deal	Opens the deal form with this company already selected. See Deals.
Deals	Add Associated Deal	Opens Associate Deal. Search for existing deals, pick one or more and click Associate.

Click the arrow at the end of a row for more:

• On a contact: Edit Contact, View Contact and Remove Associated Contact.
• On a deal: View Deal and Remove Associated Deal.

The Remove options only unlink the contact or deal from this company. They don’t delete the contact or the deal, even though the confirmation message says “delete”.

Below the cards, the page lists tasks for this company. See Tasks.