Skip to main content
Companies is the account workspace in Doris. Use it to inspect an organization, understand its linked opportunities and contacts, and review the activity Doris has connected to that account.

​
When to use Companies

  • Find an account synced from your CRM
  • Review all deals linked to one organization
  • See the people Doris knows at a company
  • Check recent meetings, emails, commitments, and activity for an account
  • Investigate account-level sentiment or engagement

​
How to use the Companies list

1

Open Companies

Open Companies from the Records section of the sidebar.
2

Search or filter

Search by company name or domain. Filter by industry, lifecycle stage, country, annual revenue, or last contact date.
3

Scan account signals

Use linked deals, open pipeline value, last contact, sentiment, and activity to decide which account needs attention.
4

Open the company

Open a company record to review the narrative, linked deals, people, and full activity rail.

​
How to use a company page

  • Narrative — Read Doris’ account-level summary
  • Deals — Review opportunities linked to the company
  • People — See contacts associated with the company
  • Activity — Follow meetings, emails, commitments, and other timeline events tied to the account

​
Where company data comes from

Companies usually sync from your connected CRM and become richer as Doris processes meetings and emails. Connect Salesforce or HubSpot, then import records from the CRM source page.
Company records are most useful when deals and people are linked correctly. Use Data Quality when Doris flags missing or incorrect links.