Companies

The Companies page lists the accounts you sell to. To open it, click Companies under Revenue Co-Pilot in the sidebar.

If you’ve connected HubSpot or Salesforce, companies sync between that CRM and Shadows. See Importing and CRM sync.

Screenshot coming soonThe Companies list with tabs, filters, and the company table

Browse companies

Use the tabs at the top to switch between:

• All companies
• My companies: the companies you own.
• Unassigned companies: companies with no owner.

The table shows these columns:

• Company name
• Company owner
• Creation date
• Phone number
• City
• Country
• Industry

Click a column header to sort by it. Use the pager at the bottom to move between pages or change how many rows are shown.

Search and filter

• Search company name finds companies by name.
• Company owner filters by one or more owners. It also includes an Unassigned option.
• Create date shows companies added in the Last 7 days, Last 30 days, or Last 90 days.

Active filters appear as chips above the table. Click a chip’s × to remove it.

Note

Sales Reps and Viewers see the companies they own or are associated with. Admins and Managers see every company in the workspace.

Add a company

1. Click Add company.
2. Type the company’s domain (for example, quillbase.com). Shadows looks the company up and fills in its details: industry, size, logo, and region. You can change any field it fills in, and your value wins.
3. Check or complete the details:
   • Identity: Company name, Website, Industry, Account type (such as Prospect, Customer, or Partner), and a brand logo.
   • Company owner, Lifecycle stage, and Contract end date.
   • Location: City, Country, and Phone.
   • Notes: anything worth remembering about the account.
4. Optionally, add contacts in the Contacts section. They’re attached to the company when you save.
5. Click Save company.

The domain prevents duplicates

The domain is how Shadows matches a company across every connected CRM. If a company with that domain already exists, Shadows tells you instead of creating a duplicate. To save a different company, change the domain.

View or edit a company

Click a company’s name in the list to open its details. Make your changes and click Save changes. Changes save straight to the record.

If you have read-only access, the record opens in view mode and nothing can be changed.

Bulk actions

Select companies with the checkboxes on the left. The header checkbox selects the whole page. To include matching companies on other pages too, click Select all … matching. With companies selected, you can:

• Assign owner: give the selected companies to one person, or set them to Unassigned. Viewers don’t see this option.
• Export: download the selected companies as a CSV file.

Add to sequence is shown but not available yet.

Delete a company

1. Open the company and click Delete at the bottom of the panel.
2. Shadows shows what the deletion affects, such as how many open deals and contacts are linked to the company.
3. Confirm the deletion.

A few rules apply:

• Only an Admin, a Manager, or the company’s owner can delete it.
• A company that still has open deals can’t be deleted. Close or move those deals first.
• Deleting a company removes it from Shadows only. Its contacts stay in Shadows, and the company stays in your connected CRM.

Import companies

To add many companies at once, click the arrow next to Add company and choose Import from file. See Importing and CRM sync.