Accessing the page
Go to Discovery → Companies in the sidebar.What you see
Each company in the list shows:- Company name and website
- Location — where the company is based
- Source profile — which discovery profile found this company
- Match confidence — how closely the company matches your profile
- Relationship type — customer, vendor, partner, supplier, or competitor (set by the profile type)
- Lifecycle stage — where the company is in your pipeline (Target, Prospect, Lead, etc.)
Searching and filtering
Use the search bar to find companies by name or domain. You can also filter by:- Discovery profile — show companies from a specific profile
- Match category — match, partial match, or weak match
- Lifecycle stage — Target, Prospect, Lead, etc.
Moving companies through stages
Click a company to open its detail page, then use the lifecycle stage selector to move it forward:- Target → Prospect — you’ve started looking into this company
- Prospect → Lead — the company is ready for active sales engagement
- Lead → Customer/Vendor/Partner/Supplier — the relationship is established
Importing into your CRM
Discovered companies exist in the Discovery system initially. To make them full CRM records:- Click the Import button on a company to create a CRM record
- Use bulk actions to import multiple companies at once
- Or ask Alva: “Import all approved companies from my healthcare ICP”