A company record is the account view: who owns the relationship, the web domains that identify it, and every person, task, and note attached to it. Only the name is required. Everything else can arrive later.
The fields
- Name: required, and the only built-in column.
- Account Owner: the teammate responsible; pick anyone in the workspace.
- ICP: a toggle for "matches our ideal customer profile", handy as a board and list filter.
- Domains: one or more web domains. Domains are unique across companies, which is what lets the CSV import match rows to existing accounts.
- LinkedIn: the company's profile URL.
- Plus every custom field your workspace has added for companies.
The logo takes care of itself. When a company has a domain and no logo yet, Relaticle fetches the site's icon in the background and keeps it.
The record page
Open a company to see its details on the left (logo, name, owner, creator, every visible field) plus four tabs:
| Tab | What you can do |
|---|---|
| People | Add a new person directly into this company |
| Tasks | Create a task pre-linked here, or Attach an existing one |
| Notes | Same: create new or attach existing |
| Activity log | A read-only history of who changed what |
The header has Edit, and a menu with Copy page URL, Copy record ID (useful for ID-based imports), and Delete record.
The list
Companies in the sidebar lists every account with sortable columns for owner, creator, and dates, plus a column for each custom field marked visible in lists. Filter by Creation Source (the app, an import, the API, or the AI assistant, whichever created the record) or show Deleted records to restore one. Header buttons cover New company and Import / Export.