The Companies feature groups your individual leads by the organization they work for. Instead of seeing two employees of Acme Corp as disconnected records, you see them together on a single company page with a shared activity feed and account-level metadata.
This feature is available when the Companies feature is enabled on your plan.
How Companies Are Created
Companies are created automatically. When a lead is imported — whether from a pipeline run, a CSV upload, or another source — Satua checks whether a company with that name already exists for your account. If it does, the lead is linked to it. If not, a new company record is created.
The first time you open the Companies page, Satua runs a one-time process to group your existing leads into companies. A banner confirms when this is complete.
You can also create a company manually if needed.
The Companies Page
Navigate to Companies in the sidebar to see all companies associated with your account.
The list shows:
- Company name and logo (if uploaded).
- Lifecycle status.
- Account manager.
- Number of linked contacts (people).
- Last activity date.
You can filter by status, account manager, industry, company size, and last-activity recency.
Company Detail Page
Click a company to open its detail page.
Overview tab
Editable metadata fields: company name, website, industry, size, revenue range, HQ location, LinkedIn URL, logo, and a free-text description. Any edit is logged in the activity timeline.
People tab
All leads linked to this company. Each person shows their name, role, lead status, and a decision-maker toggle. Mark someone as a decision maker to flag them as a key contact at the account.
You can add an existing lead to the company from this tab, or remove a person (unlinking them without deleting the lead).
Activity tab
A combined timeline of every event across all linked leads — calls logged, emails sent, status changes, notes, and assignments. This gives account managers a complete picture of all touchpoints at a company, regardless of which rep owns each individual lead.
Notes tab
Company-level notes, separate from the notes on individual leads. Useful for account context that applies to everyone at the organization.
Company Lifecycle Status
Each company has a lifecycle status that describes where it sits in your relationship process.
| Status | Meaning |
|---|---|
| New | A newly created company record that has not yet been reviewed. |
| Lead | An account you are targeting. |
| Prospect | Qualified and in active conversations. |
| Customer | A paying or contracted account. |
| Archived | A record that is kept for history but excluded from active views. |
You change a company's status from the company detail header. Each status change is recorded in the activity feed. The status is also visible as a badge on lead rows in the dashboard when the Companies feature is active.
Account Manager
Each company has a single account manager — the team member responsible for the overall relationship with that organization. This is separate from the "assigned to" field on individual leads.
The account manager is set from the company detail header. Changing it notifies the newly assigned person.
My Customers View
On the dashboard, team members whose default view is set to "My Customers" see leads at companies where they are the assigned account manager, filtered to companies with a Customer lifecycle status.
This view is available when both the Companies feature and the customer lifecycle feature are enabled on your plan.