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Company Management Feature

Overview

Company Management (/companies) is a B2B-focused CRM feature that allows businesses to track and manage company relationships, import company data, merge duplicates, and link companies to contacts and deals. It provides comprehensive company profiles with industry classification, revenue tracking, and address management.

Features

1. Company Management

Create Companies: - Add new companies with: - Company name - Industry - Website - Address (street, city, state, postal code, country) - Phone numbers - Email addresses - Company size - Annual revenue - Tags - Notes - Create deal option during company creation

Edit Companies: - Update company information - Modify all company fields - Update relationships

Delete Companies: - Remove companies (contacts preserved) - Cascade deletion handling

Company Details View: - Comprehensive company profile - All company information - Associated contacts - Related deals - Activity timeline - Notes

2. Search & Filtering

Search Companies: - Search by: - Company name - Industry - Website - Country - Real-time search results

Country Filtering: - Filter by country - All countries dropdown - "No Country" option

Sorting Options: - Alphabetical (A-Z, Z-A) - Newest added (newest first, oldest first)

3. View Modes

Grid View: - Card-based layout - Company cards with key info - Quick action buttons - Visual tags - Country badges

Table View: - Spreadsheet-style layout - Sortable columns - Bulk selection - Inline actions - Export capabilities

4. Company Import

CSV Import: - Bulk import companies - Column mapping - Data validation - Duplicate detection - Import progress tracking

5. Company Organization

Tags System: - Flexible tagging - Create custom tags - Multiple tags per company - Tag-based filtering

Contact Association: - Link contacts to companies - Multiple contacts per company - Contact management from company view

Deal Association: - Track deals by company - Company-level deal tracking - Revenue aggregation

6. Duplicate Management

Duplicate Detection: - Find and merge duplicates - Automatic duplicate detection - Manual merge options - Merge conflict resolution

7. Pagination

50 Companies Per Page: - Efficient loading - Page navigation - Total count display

7. Company Details

Company Information: - Company name - Country - Address - Website - Industry - Company size - Description - Linked contacts - Linked deals

Use Cases

Use Case 1: Import Companies from HubSpot

Scenario: Company wants to migrate 1,000 companies from HubSpot to ConnectGain.

Steps: 1. Export your companies from HubSpot as a CSV (HubSpot company export) 2. Go to Companies → Import from HubSpot 3. Upload the HubSpot export CSV file 4. HubSpot fields are automatically mapped to ConnectGain company fields 5. Review import preview 6. Start import 7. Review import results 8. Verify imported companies

Expected Outcome: All companies imported successfully via CSV, with HubSpot columns auto-mapped. (This is a CSV import, not a live HubSpot API/OAuth connection.)

Use Case 2: Find Company by Country

Scenario: Sales team wants to find all companies in a specific country.

Steps: 1. Go to Companies 2. Select country from filter dropdown 3. View filtered companies 4. Export filtered list if needed

Expected Outcome: All companies in selected country displayed.

Use Case 3: Merge Duplicate Companies

Scenario: System has duplicate company entries that need merging.

Steps: 1. Go to Companies → Find Duplicates 2. Review duplicate suggestions 3. Select companies to merge 4. Choose primary company 5. Review merged data 6. Confirm merge 7. Verify merged company

Expected Outcome: Duplicates merged into single company with all data preserved.

Scenario: Create a deal and link it to a company during company creation.

Steps: 1. Go to Companies → Add Company 2. Fill company information 3. Optionally create deal: - Deal title - Contact selection - Pipeline selection - Stage selection - Deal value 4. Save company and deal 5. Verify both created and linked

Expected Outcome: Company and deal created successfully with proper linkage.

Test Cases

Test Case 1: Create Company

Test: Verify company creation

Steps: 1. Go to Companies 2. Click "Add Company" 3. Fill in required fields: - Name: "Acme Inc" - Country: "United States" 4. Add optional fields: - Website: "https://acme.com" - Industry: "Technology" 5. Click "Save" 6. Verify company appears in list 7. Open company details 8. Verify all data saved correctly

Expected Result: Company created successfully with all data preserved

Test Case 2: Search Company by Name

Test: Verify name search functionality

Steps: 1. Create test company: "Acme Inc" 2. Go to Companies 3. Enter "Acme" in search 4. Verify company appears in results 5. Enter "Inc" in search 6. Verify company appears 7. Enter "Acme Inc" in search 8. Verify company appears

Expected Result: Company found by partial and full name

Test Case 3: Filter by Country

Test: Verify country filtering

Steps: 1. Create companies in different countries 2. Go to Companies 3. Select country from filter 4. Verify only companies in that country shown 5. Select "All countries" 6. Verify all companies shown

Expected Result: Country filtering works correctly

Test Case 4: Switch View Modes

Test: Verify view mode switching

Steps: 1. Go to Companies 2. Verify default grid view 3. Switch to table view 4. Verify table displayed 5. Switch back to grid view 6. Verify cards displayed

Expected Result: View modes switch correctly

Test Case 5: Sort Companies

Test: Verify sorting functionality

Steps: 1. Create multiple companies 2. Sort by alphabetical (A-Z) 3. Verify companies sorted correctly 4. Sort by newest 5. Verify newest companies first 6. Sort by oldest 7. Verify oldest companies first

Expected Result: Sorting works correctly for all options

Test Case 6: Pagination

Test: Verify pagination functionality

Steps: 1. Create 100+ companies 2. Go to Companies 3. Verify pagination controls appear 4. Navigate to page 2 5. Verify different companies shown 6. Navigate back to page 1 7. Verify original companies shown

Expected Result: Pagination works correctly

Test Case 7: Delete Company

Test: Verify company deletion

Steps: 1. Create company 2. Link contact to company 3. Delete company 4. Verify company deleted 5. Verify contact remains (not deleted)

Expected Result: Company deleted, contacts preserved

Test Case 8: Merge Duplicates

Test: Verify duplicate merging

Steps: 1. Create duplicate companies 2. Go to Companies → Find Duplicates 3. Select duplicates to merge 4. Choose primary company 5. Merge companies 6. Verify merged company has all data 7. Verify duplicate deleted

Expected Result: Duplicates merged correctly

API Integration

Create Company

Endpoint: POST /rest/v1/companies

Request: 

{
 "organization_id": "org-uuid",
 "name": "Acme Inc",
 "country": "United States",
 "website": "https://acme.com",
 "industry": "Technology"
}

Search Companies

Endpoint: POST /functions/v1/search-companies

Request: 

{
 "searchTerm": "Acme",
 "country": "United States"
}

Merge Companies

Endpoint: POST /functions/v1/find-duplicate-companies

Request: 

{
 "companyIds": ["uuid1", "uuid2"],
 "primaryCompanyId": "uuid1"
}

Best Practices

  1. Data Quality
  2. Use consistent company name format
  3. Standardize country names

  4. Keep company data updated

  5. Organization

  6. Link contacts to companies
  7. Use company hierarchy when applicable

  8. Tag companies for categorization

  9. Import

  10. Clean data before import
  11. Map fields carefully
  12. Review preview before importing

  13. Handle duplicates appropriately

  14. Search

  15. Use specific search terms
  16. Combine with country filter for precision

  17. Use table view for detailed comparison

  18. Maintenance

  19. Regular duplicate cleanup
  20. Update company information
  21. Review and merge duplicates regularly

Troubleshooting

Import Errors

Issue: Companies not importing

Solutions: - Check CSV format - Verify field mapping - Check data validation errors - Review import logs

Search Not Finding Companies

Issue: Known companies not appearing in search

Solutions: - Check search term spelling - Verify country filter - Check organization filter - Try different search terms

Duplicate Companies

Issue: Multiple entries for same company

Solutions: - Use duplicate detection tool - Merge duplicates - Standardize import process - Use unique identifiers

Last Updated: January 2025