Bulk Actions in the Company List

Operators can select multiple companies and perform bulk actions such as:

Delete companies from the list

You can select one or many companies from the list and remove their records.

Add Tag

Organise companies by assigning tags for easier filtering, segmentation, and follow-up management.

Tags help categorise companies based on:

• Priority
• Industry
• Campaign source

Filter Companies

The Filter option in the Companies module helps you narrow down and organise company records based on specific criteria. Using filters, operators can quickly identify companies that match particular business attributes, engagement sources, locations, or visit timelines.

This helps teams focus on high-value organisations, analyse visitor patterns, and perform targeted follow-ups more efficiently.

The available filters include:

• Industry
• First visit source
• Last visit source
• First visit date
• Last visit date
• Company score
• Country
• State

You can also use the search bar within the filter panel to quickly find and apply the required filter options.

Company Information Panel

The left-side panel displays the company’s primary details.

1. Company Name: Displays the name of the company associated with the visitor activity.
2. Company Status: Shows the engagement status of the company, such as Returning or New, based on their visit activity.
3. Phone: Displays the company’s contact number if available.
4. Tags: Tags help categorise and organise companies for easier management and filtering.

1. Company Score: The Company Score represents the company's engagement level based on visitor activity and interactions.
   

Company Profile Details

The profile section contains detailed company information.

1. Name: Displays the registered company name.
2. Primary Email: Shows the main email address associated with the company.
3. Secondary Email: Displays additional email addresses if available.
4. Phone: Displays the company’s contact number.
5. Unique ID: Represents the unique identifier associated with the company record.
6. Website URL: Displays the company’s website or domain information.
   

1. ARR: Displays the Annual Recurring Revenue value for the company, if configured.
2. Industry Type: Indicates the industry or business category the company belongs to.
3. Address: Displays the company’s address information.

1. City: Shows the company’s city location.
2. State: Displays the state or regional location.
3. Country: Shows the country associated with the company.
4. Zip Code: Displays the postal or ZIP code information.

Company Info Section

The Company Info section on the right side displays visitor engagement and website activity details.

1. First Visit: Shows the date and time when the company first visited the website.
2. Last Visit: Displays the company’s most recent website visit.
3. Last Modified: Indicates when the company record was last updated.
4. Number of Visits: Shows the total number of visits made by the company.
5. Last Modified By: Displays the operator who last updated the company record.

1. First Visit Source: Shows the source through which the company first arrived at the website.
2. Last Visit Source: Displays the source through which the company most recently visited the website.
3. Referral Link: Shows the referral website or link that directed the company to the website.
4. Average Time Spent: Displays the average duration the company spent on the website across visits.
   

Notes Section

The notes section lets you view all the notes for the operators associated with the company. 

Associated People

The Associated People tab displays contacts or users linked to the company.