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Companies lists the accounts in Doris. Click Records in the sidebar, then click the Companies tab.

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Find an account

1

Search

Type a company name in Search companies….
2

Filter

Click Filter to filter on Industry, Stage, Country, Annual Revenue or Last Contact.
3

Scan the row

The list shows Company, Domain, Industry, Location, Deals, Open Pipeline, Last Contact, Sentiment and Activity. The accounts with the most recent contact show first.
4

Open the company

Click a row to open the company page.

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Read a company

The company page has no tabs.
  • Narrative is on the left. Doris writes this summary of the account from your calls and emails. Click a citation to see its source.
  • Deals on the right lists the deals linked to the company.
  • People on the right lists the contacts at the company.
  • Activity on the right lists calls, emails, deal changes, commitments and assessments. Use the filter to show one kind.

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Where company data comes from

Companies sync from your CRM. Doris adds context from calls and emails. Your admin connects the CRM. See HubSpot or Salesforce.
If a deal or a person is not linked to the right company, check Data quality.