SalesSheet.ai automatically creates and manages company records as you add contacts. Each company record serves as a central hub linking all employees, deals, and activities related to that organization.
How Empresa Records Work
Unlike traditional CRMs where you manually create company records, SalesSheet intelligently handles this for you.
Automatic company creation:
- When you add a contact with a company name, SalesSheet checks if that company already exists
- If it exists, the contact is linked to the existing company record
- If it's new, a company record is automatically created
- The AI enriches the company with data from public sources
- All future contacts from that company are automatically linked
This means you never have to worry about manually creating or linking companies - it happens seamlessly in the background.
Understanding Empresa Details
Empresa records contain comprehensive organizational information that helps you understand and engage with accounts.
Basic information:
- Empresa name: Legal name and any DBAs (doing business as)
- Website: Primary website URL
- Industry: Primary business sector
- Description: Brief overview of what the company does
- Founded date: Year the company was established
Size and scale:
- Employee count: Number of employees (or range)
- Revenue: Annual revenue (when publicly available)
- Funding: Total funding raised for startups/growth companies
Location data:
- Headquarters: Primary office address
- Additional locations: Branch offices and regional presence
- Country: Headquarters country
Relationships:
- Contatos: All people from this company in your CRM
- Deals: Active and closed opportunities
- Activities: Timeline of all interactions
Viewing Empresa Records
Access company information through multiple pathways in SalesSheet.
Ways to view companies:
- From Companies tab: Click "Companies" in the main navigation to see all company records
- From a contact: Clique no botao company name on any contact detail page
- From deals: Clique no botao company name on any deal card
- From search: Use the global search to find companies by name
Empresa detail page sections:
- Visao Geral: Key company facts and enriched data at the top
- Contatos: List of all people from this company with their roles
- Deals: Active opportunities and deal pipeline for this account
- Timeline: Chronological history of all activities and interactions
- Notes: Account-level notes and important information
- Files: Documents, contracts, and other files related to this company
Linking Contatos to Companies
Most of the time, company linking happens automatically. But you can also manage links manually when needed.
Automatic linking:
- When you add a contact with a company name, they're automatically linked
- If the contact has a work email (name@company.com), the domain helps identify the company
- During enrichment, if a LinkedIn profile shows a company, the link is created
Manual linking:
- Open the contact detail page
- Click "Edit" or click directly on the Empresa field
- Start typing the company name - a dropdown will show matching companies
- Select the correct company from the list
- If the company doesn't exist, you can create it right from this field
- Click "Save" to complete the link
Changing company associations:
- When someone changes jobs, edit their contact and update the company field
- The contact will be moved to the new company's contact list
- Historical activities remain associated with both companies in timelines
Editing Empresa Information
Keep company records accurate by updating information as you learn more about accounts.
How to edit companies:
- Navigate to the company detail page
- Click "Edit Empresa" in the top right
- Update any fields with new or corrected information
- Add custom field values specific to your business needs
- Click "Save Changes" when finished
What you can edit:
- All basic company information (name, website, industry)
- Size and revenue data
- Location and address details
- Custom fields you've created for companies
- Tags and categorizations
Enriched data override:
- Your manual edits always take precedence over enriched data
- Future enrichment cycles won't overwrite your changes
- You can still trigger "Re-enrich" to update other fields while preserving your edits
Merging Duplicate Companies
Sometimes duplicate company records get created due to name variations. SalesSheet helps you merge them.
Finding duplicates:
- Go to the Companies tab
- Click "Find Duplicates" to see potential matches
- Review company pairs that might be duplicates
Merging process:
- Select the two companies to merge
- Choose which record should be the primary (all data will merge into this one)
- Review the merge preview showing what will happen
- All contacts, deals, and activities will be combined
- Click "Merge Companies" to complete the merge
- The secondary company record will be archived
Dica Pro
Use the company detail page as a command center for account-based selling. Before a big meeting with multiple stakeholders from a company, open their company page to review all contacts, recent activities, and deal status in one place. You can even ask the AI "Summarize everything we know about Acme Corp" to get an instant briefing on the account's history and current state.
O que Esperar
When working with company records, you should see:
- Companies automatically created within seconds of adding a contact
- Empresa enrichment completing within 1-2 minutes with website, industry, and size data
- Contato lists under each company showing all employees from that organization
- Unified activity timelines showing all interactions across all contacts at that company
- Automatic duplicate detection alerting you when similar company names are found
- Empresa data appearing in deal records and reports
Solucao de Problemas
Multiple contacts from the same company aren't being linked together. Why?
This usually happens when the company name is spelled inconsistently. For example, "IBM" vs "International Business Machines" or "Acme Corp" vs "Acme Corporation." Check the company names on each contact - even small differences like punctuation or abbreviations will create separate company records. Find the contacts, edit them, and select the same company from the dropdown. If you've created duplicate company records, use the merge feature to combine them.
How do I handle contacts from multiple divisions or subsidiaries of the same parent company?
You have two options: (1) Create separate company records for each division/subsidiary and use tags or custom fields to indicate they're part of the same parent, or (2) Create one company record for the parent and use a custom field on contacts to indicate which division they work for. Option 1 is better for complex sales involving different legal entities; option 2 works well when you want a single view of all activity across the entire organization.
Can I create a company record without any contacts?
Yes. Go to the Companies tab and click "+ New Empresa" to create a standalone company record. This is useful for target accounts you want to track before you have any contacts there, or for competitor/partner companies you want to reference in notes and deals. You can add contacts to the company later, and they'll automatically link.
The company enrichment data is wrong or incomplete. What should I do?
Empresa enrichment relies on having an accurate website URL. First, verify that the company website field is correct and points to the official company site (not a LinkedIn page or directory listing). Then click "Re-enrich Empresa" from the actions menu. If enrichment still fails, manually fill in the key fields you know to be correct. For private companies or very small businesses, limited public data may be available, which is normal.