Company profile details
EARLY ACCESSWhen you open a company profile from the companies list, the information is organized into two tabs that provide a complete view of the company data and associated persons:
Overview
The Overview tab displays all company profile information including basic business data, identifiers, tags, websites, and custom attributes.
Basic information
The basic information section includes essential company data and business context:
- Segment - The audience segment the company belongs to (such as monthly or yearly revenue tier, company size)
- Country - Company location
- Region - Wider geographic area describing the company location
- Account manager - The company's assigned account manager
- Stage - Stage in the customer journey
- Industry - Industry where the company operates (e-commerce, banking, travel, etc.)
- VAT Number - Company tax identification number
- Notes - Additional information stored for reference
Company IDs
Company IDs are company identifiers used for synchronization with external systems.
These identifiers cannot be changed after creation.
Assigned tags
Tags categorize companies by interest or characteristics. Each person associated with the company automatically receives these tags.
For example, if a company uses a specific service, you can add a tag with the service name. All persons in that company inherit this tag automatically.
Tags can be created, added, or removed from the main Companies page or from the company Overview tab.
For more information, see Tags.
System fields
System fields show who created the company profile and when, as well as who last modified it and when.
Domains
Company website domains help identify and associate persons with the company. You can add one or more company websites.
Domain uniqueness
- Each domain can be associated with only one company
- You cannot use the same domain for multiple companies
- If a person has an email domain that does not exist in the company profile, you can still add them to the company manually
Custom attributes
Custom attributes store company-specific information for personalized communication and segmentation.
To create custom attributes for companies:
- Go to Customer Profiles → Configuration → Company custom attributes.
For more information, see Company custom attributes.
Persons
The Persons tab in Company profiles shows all person profiles associated with the company. Use this tab to view company members and manage the company roster.
Add a person
To add a person to the company:
- Select the Persons tab.
- Select Add persons.
- Search for the person by name or contact information.
- Select the person from the search results.
The person is now associated with the company and automatically receives any tags assigned to the company.
Remove a person
To remove a person from the company:
- Select the Persons tab.
- Find the person you want to remove.
- Hover over the person card.
- Select the X button.
The person is removed from the company but their profile remains in Customer Profiles.