When you open a company record, you see a detail page divided into a header area, a main content section with tabs, and a quick info sidebar. From here you can view and edit all company data, manage contacts, log activities, create quotes, and more.

The quick info sidebar appears on the right side of the detail page and displays a summary of all company fields. This includes contact information (email, phone, website, LinkedIn), address details, company details (industry, size, annual revenue, year founded, timezone), ownership, source, value, status, priority, and follow-up date. Each field can be edited inline by clicking on its value.

The People section lists every person record linked to this company. Each contact shows their name, title, email, and phone number. From here you can:

• Add a new contact directly linked to this company.
• Click on a contact name to open their person detail page.
• Remove a contact's association with the company (the person record is not deleted).
• Designate a contact as the primary contact for the company.

The Activities section shows a chronological timeline of all interactions with the company, including calls, emails, meetings, notes, tasks, and follow-ups. Each entry displays the activity type, subject, date, and the user who logged it. You can log a new activity directly from this section using the add button. See Logging Activities for a detailed guide.

The Quotes section lists all sales quotes that have been created for this company. Each quote shows its status (draft, sent, accepted, declined, expired), total value, and creation date. You can create a new quote from here, and it will be automatically linked to the company.

Add tags to categorize companies beyond the built-in fields. Tags are shared across your organization and can be used as filters on the companies list. Click the tag area to add existing tags or create new ones on the fly.

If your organization has configured custom fields for companies, they appear in a dedicated section on the detail page. Custom fields support text, number, date, dropdown, and checkbox types. Values can be edited inline, and custom fields are also available as filters on the companies list.

The File Upload section allows you to attach documents, contracts, proposals, or any other files to the company record. Drag and drop files into the upload area or click to browse. Uploaded files can be previewed, downloaded, or removed by any user with access to the company.

At the bottom of the detail page, you will find the option to archive the company. Archiving hides the company from the default list view but does not delete it. You can provide an archive reason for reference. Archived companies can be found using the Archive Status filter and restored at any time.

The Audit Log section shows a chronological record of every change made to the company, including field updates, status changes, ownership transfers, and archive or restore actions. Each entry displays the change type, old and new values, the user who made the change, and the timestamp. This is useful for tracking accountability and understanding how a company record has evolved.