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Company Profile Overview

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Maria Herrell
Updated 2 weeks ago
A Company Profile in Pipeline CRM is your one-stop dashboard for all things related to a company. Here, you can quickly view, edit, and manage essential details, activities, deals, and more—all in one tidy place.


Key Company Features

  1. Total Pipeline: The total value of all active deals linked to the company.
  2. Won: The total value of all deals won with the company.
  3. Company Hierarchy: View total values for the children's companies and their associations.
  4. Contact Info: Address and contact information for the company.
  5. Deals: A list of all deals associated with the company.
  6. Agenda: View and add tasks or events related to the company.
  7. Activities: A summary of actions taken with the company.
  8. Custom Fields: View additional custom fields created and tailored to your account.
  9. People: Everyone connected to the company.
  10. 10. Files: Upload, save, and view documents related to the company.

Customizing Your Profile Page

Want to rearrange what you see?
  1. Click the Actions button located in the top right corner.
  2. Select Edit Layout to reorder sections for your workflow.
  3. Remember to save your changes!
If you have questions or need assistance, contact our support team at [email protected]. 
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