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By the end of this page you can read every column and match-score band in the Companies table, add a company by hand, and tell Discard apart from Delete.
Where
Leads→Companies
Your role needs
Read access to Companies read-lead-companies. Admin, Member and Viewer have it by default.
To create or change
create-lead-companies to add one, update-lead-companies to change one, on top of the permission above.
If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.

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Before you begin

  • Companies belong to the workspace you’re viewing. Switch workspaces first if the one you’re after lives in a different one.
  • Three more grants decide what a row offers you, on top of what the block above covers: update-lead-companies for Edit, Discard and Restore; delete-lead-companies for Delete; create-imports for Import Companies.

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Steps

1

Open the list

Go to . Companies fill one table, with columns for Company (logo, name and, when it has one, its website domain as a link), Tags, Email, Phone, Score and Actions, sorted with the most recently analyzed company first.Hovering a company’s logo shows when it was analyzed, or when it was added if it has no analysis date; a company still being analyzed has no such tooltip. Clicking the logo opens a larger preview; clicking the name opens the company’s own record. See Company details and AI Instructions & Context. A summary line above the rows reports how many companies match your current view. If any lead source is running, a row at the top of the table says so (more on that in the last step below).
2

Search and filter

Search company matches the company name or any email address on it; type and press Enter, since nothing refetches as you type. Lead Generation narrows the list to the companies one lead source found. Filter by tags filters by one or more tags at once. Filter by date filters by when each company finished being analyzed, not when it was added. A company still being analyzed has no such date yet, so it drops out of any range you set.Active and Discarded, at the right of the filter row, switch between the two views. Discard and Restore, further down this page, are what move a company between them.
3

Read the match score

The Score column rates how likely it is that a company could buy what you sell, judged against your own company profile, as a number from 0 to 100 in a colored ring:Hover a ring and you get the band and the percentage, nothing more. The written rationale is not part of the list; open the company’s record to read it next to the score. A company that has not been scored shows a grey dash instead of a number, and its tooltip reads “Match score not yet calculated”. See Quality gate and match score for how the number is calculated.
4

Add a company by hand

Choosing Add Company in the header opens a form: Company Name is the only required field, alongside Description, AI Instructions & Context, Industry, Company Size, repeatable Emails and Phone Numbers, and Links (Website/Socials). You can also add a logo and put the company in one or more of your tags. Choosing Edit on a row opens the same form, pre-filled, for an existing company.A company you add this way counts as analyzed the moment you save it, which means nothing scores it for you. Scoring it is a separate action. See the first item under Troubleshooting.
5

Discard or restore a company

On a row in the Active view, Discard asks you to confirm, then excludes that company from email campaigns and lead population. You can restore it later. Switch to the Discarded view to see what you’ve excluded; there, the same row shows Restore instead, which makes the company available again for email campaigns and repopulates its leads if applicable. Neither action is offered on a company that is still being analyzed.Delete, on the far right, is a different action: it takes the company out of the workspace altogether rather than just excluding it, and it’s gated by its own permission, separate from Discard.
6

Track imports and an active search

Import Companies opens the CSV import flow. See Import companies from a CSV. View Imports opens the Company Imports list for tracking those in progress. Refresh reloads the current view. Export asks for a date range by creation date, then queues a background job. The finished file arrives by email rather than downloading right away.A company still being processed, freshly found or freshly imported, carries a small Analyzing… badge next to its name, with placeholder cells in place of its tags, email, phone and score until PipeLime finishes gathering its details. Filter to a lead source that is still running and has not returned any companies yet, and the page says so outright instead of showing you an empty table.

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What happens next

The table shows only the companies matching your search, tags, lead-generation and date filters, in whichever of Active or Discarded you picked. Each one carries its own match score once its analysis finishes.
While any row is still being analyzed, the table refetches in the background and fills those rows in without you refreshing. Filtering to a lead source that is still running starts a slower poll of its own. Either way, if the total grows while you are on the page, a notification tells you how many new companies were found, with a Refresh shortcut to bring them into view.

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Troubleshooting

Nothing scores a company you added by hand, and scoring is skipped whenever the description in your Company Settings or the company’s own description is missing or too thin to judge. Fill both in, then open the company’s record and use Calculate Score there. It needs the same permission as Edit. See Company details and AI Instructions & Context.
Discard hides a company from campaigns and lead population without losing it. Restore brings it straight back. Delete takes the company out of your lists altogether, needs its own permission, and nothing in the app brings it back. Reach for Discard first unless you’re sure.
The list only ever shows companies that have finished analysis or are in the middle of it, so a company found seconds ago appears once its analysis starts. If you’ve set a range on Filter by date, remember it filters by when analysis finished, not by when the company arrived, so anything still analyzing sits outside every range until it completes.

Leads and pipeline overview

Prospects and Companies, the six fixed stages, and every route a lead can take into your workspace.

Company details and AI Instructions & Context

The company record the AI writes from, its employees list, and the rules you can set per company.

Quality gate and match score

How the score is actually calculated, and the gate that discards low-fit companies before you pay for contacts.

Import companies from a CSV

The five-step import wizard, its batch schedule, and the Company Imports monitor.