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Companies
Organise and manage your company leads
This is your CRM board - where all added or enriched companies live. Use tags, notes, and deal values to keep everything organised.
- View saved companies in either Kanban (pipeline) or table (spreadsheet) mode.
- Move cards between pipeline stages: New, Warm, Hot, and Won.
- Add deal value estimates and see the pipeline total update instantly.
- Tag companies by region, industry, priority, or anything custom.
- Use the search bar or tag filters to find companies fast.
- Click any company card to open its full profile.