> ## Documentation Index
> Fetch the complete documentation index at: https://docs.alvahq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Companies and Contacts

> Add and manage the companies and people in your pipeline.

Companies and contacts are the foundation of your CRM. Every deal, activity, and email conversation connects back to a company or contact record.

## Companies

### Adding a company

Go to **Companies** and click **New Company** in the top-right corner. Fill in the details you have — at minimum, you need a **company name**.

Available fields include:

* **Name** — the company name (required)
* **Domain** — their website domain (e.g. `acme.com`)
* **Website** — full URL
* **Industry** — what they do
* **Location** — where they're based
* **Employee count** and **revenue** — for sizing
* **Description** — any notes or context
* **Tags** — for your own categorisation (see [Tags](/crm/tags))

<Tip>
  If you have many companies to add at once, use the **Import** button to upload a CSV file. See [Importing Data](/crm/importing-data) for details.
</Tip>

### Company detail page

Click any company to open its detail page. You'll see:

* **Overview** — name, domain, industry, location, and key stats
* **Contacts** — everyone linked to this company
* **Deals** — all deals associated with the company, with stage and value
* **Activities** — a chronological timeline of calls, meetings, emails, and notes
* **Emails** — all email conversations involving this company (if email is connected)
* **Commitments** — things you've promised to do, with due dates
* **Cadence** — follow-up cadence settings for staying in touch
* **Discovery activity** — if the company was found via Discovery, shows BDR outreach history and AI agent actions

You can edit a company at any time by clicking the **Edit** button.

### Searching and filtering

The Companies page includes a search bar that filters by **name**, **domain**, or **industry**. Type and press Enter to filter the list.

If you're using the [module switcher](/crm/modules-and-relationships), the companies list automatically filters to show only companies matching the active module's relationship type — for example, switching to VRM shows only vendors.

### Relationship types

Every company can have a relationship type that describes how they relate to your business:

| Type           | What it means                                     |
| -------------- | ------------------------------------------------- |
| **Customer**   | A company that buys from you                      |
| **Vendor**     | A company that sells or distributes your products |
| **Partner**    | A company you partner with                        |
| **Supplier**   | A company that supplies to you                    |
| **Competitor** | A direct competitor                               |

Relationship types are set automatically when companies are imported from [Discovery](/discovery/creating-a-discovery-profile) profiles, or you can set them manually.

### Lifecycle stages

Each relationship type has its own lifecycle stages that describe where the company is in your relationship:

| Relationship | Stages                                       |
| ------------ | -------------------------------------------- |
| Customer     | Target → Prospect → Lead → Customer          |
| Vendor       | Target → Evaluating → Negotiating → Vendor   |
| Partner      | Target → Engaging → Negotiating → Partner    |
| Supplier     | Target → Evaluating → Negotiating → Supplier |

You can change a company's lifecycle stage from its detail page using the dropdown selector.

***

## Contacts

### Adding a contact

Go to **Contacts** and click **Add Contact**. You can also add contacts directly from a company's detail page.

Available fields include:

* **First name** and **Last name**
* **Email address**
* **Phone number**
* **Job title**
* **Social profiles** (e.g. a professional or social profile URL)
* **Company** — link them to an existing company
* **Location**

### Contact detail page

Click any contact to see their full profile:

* **Overview** — name, role, email, phone, social links
* **Company** — the company they belong to (clickable)
* **Deals** — deals they're involved in
* **Activities** — timeline of interactions with this contact
* **Emails** — all email conversations with this person
* **Commitments** — promises and action items linked to this contact
* **Cadence** — follow-up rhythm for staying in touch

### Linking contacts to companies

Contacts are linked to companies when you create them. A single company can have many contacts, and you can see all linked contacts from the company detail page.

***

## Activities

Activities track every interaction you have with companies and contacts. You can log activities from any company, contact, or deal detail page using the **Log Activity** button.

Activity types include:

* **Call** — a phone call
* **Meeting** — an in-person or virtual meeting
* **Email** — an email exchange (also logged automatically when email is connected)
* **Note** — an internal note or observation
* **Task** — something that needs to be done

Each activity records the date, a description, and which company, contact, and deal it relates to.

***

## Deleting records

You can delete a company or contact from their detail page. Deleting a company does **not** automatically delete its linked contacts — they remain in your CRM and can be reassigned.

<Warning>
  Deletion is permanent. Make sure you no longer need the record before deleting it.
</Warning>