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Getting Started with Companies in Stack

The Companies feature in Stack is designed to help you manage business relationships at the company level. This is especially useful for organizations interacting with multiple contacts within the same company or needing a consolidated view of interactions and tasks related to a business entity.

Table of Contents​

Create, Edit, and Save Company Details​

Easily add new companies to your database or update existing records. Store essential information such as:

  • Company Name
  • Phone Number
  • Email Address
  • Website
  • Address (including State, City, Postal Code, and Country)
  • Description of the company

This ensures all critical business details are centralized and accessible to your team whenever needed.

Create and Manage Custom Fields​

Tailor the Companies feature to your business needs by creating custom fields. This flexibility allows you to track additional data points, such as:

  • Industry Type
  • Revenue Range
  • Number of Employees

Custom fields are simple to create, edit, and update, helping you personalize the information you track for different companies.

Customize the List View​

The List View provides a comprehensive snapshot of your companies. Customize this view using the Manage Fields option, where you can decide which columns to display. For instance, include or exclude fields like "Website" or "State" to ensure you see only the most relevant information at a glance.

Advanced Filters​

Use the Advanced Filters feature to narrow down company records based on specific criteria. Apply filters to standard fields like "City" and "Email," or to custom fields you create. This makes it easy to find exactly what you need, such as companies located in a particular state or those in a specific industry.

Sorting​

Effortlessly sort your company records to organize your data. You can sort by various fields, such as "Company Name," "City," or "State," ensuring you can quickly locate the companies most relevant to your tasks.

Search Across Standard and Custom Fields​

The Search functionality is robust, allowing you to find company records based on any standard or custom field. For example, search for companies by name, phone number, or even specific custom field values. This feature ensures that no matter how large your database grows, finding the right information is always quick and easy.

Examples of Use Cases​

  • Sales Teams: Track potential clients and their details to streamline the sales pipeline.
  • Account Management: Maintain updated contact information for partners and vendors.
  • Marketing Teams: Segment companies by industry or location for targeted campaigns.