The company profile is your dashboard for everything tied to one business: details, deals, people, activities, and files, all on one page.
What's on the page
Section
What it shows
Total Pipeline
Combined value of all active deals with this company
Won
Combined value of all deals you've won
Company Hierarchy
Parent and child companies, with their combined deal values
Contact Info
Address and contact details
Deals
Every deal linked to the company
Agenda
Tasks and events for the company
Activities
A running history of what's happened
Custom Fields
Any additional fields your account has set up
People
Everyone connected to the company
Files
Documents uploaded to the record
Rearrange the page
- Click Actions in the top right corner.
- Select Edit Layout.
- Drag the sections into the order you want.
- Save your changes.
You can also change which fields appear in the Details tile and which columns appear in the Deals and People tables. Some of that is yours to set, some is controlled by an admin — see Customize Profile Page Layouts for all three layers and who controls each.
Can't see a company?
If a company you expect isn't showing up — or you can see the name but not the deals, people, or activity on it — that's usually visibility, not a bug. Your admin sets what each team can see, and those settings decide which records appear for you.
Ask your account admin to check your team's visibility settings. They can widen your access, or share the specific record with you.
Need help? Contact support at customercare@pipelinecrm.com.