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

# Companies list, match score and discards

> Reading the Companies table, what the match score measures, and how discarding a company works.

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

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.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Leads<span className="pl-path__sep">→</span>Companies</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Your role needs</div>
    <div className="pl-availability__value">Read access to Companies <code>read-lead-companies</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To create or change</div>
    <div className="pl-availability__value"><code>create-lead-companies</code> to add one, <code>update-lead-companies</code> to change one, on top of the permission above.</div>
  </div>

  <div className="pl-availability__note">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.</div>
</div>

## 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**.

## Steps

<Steps>
  <Step title="Open the list">
    Go to <UiPath>Leads → Companies</UiPath>. 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](/en/leads/company-details-and-ai-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).

    <Screenshot id="leads/companies-and-match-score--table" url="/leads/companies" alt="The Companies table with Company, Tags, Email, Phone, Score and Actions columns, and a searching row above the data" caption="One table holds the whole account list, newest analysis first." />
  </Step>

  <Step title="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.
  </Step>

  <Step title="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:

    | Score  | Band          |
    | ------ | ------------- |
    | 80–100 | **Excellent** |
    | 60–79  | **Good**      |
    | 50–59  | **Moderate**  |
    | 30–49  | **Low**       |
    | 0–29   | **Poor**      |

    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](/en/finding-leads/quality-gate-and-match-score) for how the number
    is calculated.

    <Screenshot id="leads/companies-and-match-score--why-this-score" url="/leads/companies" alt="The score tooltip open on a company's row, showing the band name and the percentage" caption="The table gives you the band and the number; the sentence behind them lives on the company's record." />
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Screenshot id="leads/companies-and-match-score--discarded" url="/leads/companies" alt="The Discarded toggle selected, showing two discarded companies with Restore in place of Edit and Discard" caption="Discarding doesn't delete anything. Restore brings a company straight back into rotation." />
  </Step>

  <Step title="Track imports and an active search">
    **Import Companies** opens the CSV import flow. See
    [Import companies from a CSV](/en/leads/import-companies-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.

    <Screenshot id="leads/companies-and-match-score--analyzing" url="/leads/companies" alt="The Companies page filtered to one still-running lead source, showing the full-page 'Actively searching for companies' state" caption="A source that is running but has nothing to show yet gets its own screen, so an empty table never reads as a failure." />
  </Step>
</Steps>

## What happens next

<Check>
  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.
</Check>

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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="A company has no score">
    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](/en/leads/company-details-and-ai-context).
  </Accordion>

  <Accordion title="Discard and Delete aren't the same action">
    **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.
  </Accordion>

  <Accordion title="Companies a source just found aren't showing yet">
    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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Leads and pipeline overview" icon="compass" href="/en/leads/overview">
    Prospects and Companies, the six fixed stages, and every route a lead can take into your workspace.
  </Card>

  <Card title="Company details and AI Instructions & Context" icon="building" href="/en/leads/company-details-and-ai-context">
    The company record the AI writes from, its employees list, and the rules you can set per company.
  </Card>

  <Card title="Quality gate and match score" icon="sliders-horizontal" href="/en/finding-leads/quality-gate-and-match-score">
    How the score is actually calculated, and the gate that discards low-fit companies before you pay for contacts.
  </Card>

  <Card title="Import companies from a CSV" icon="upload" href="/en/leads/import-companies-csv">
    The five-step import wizard, its batch schedule, and the Company Imports monitor.
  </Card>
</CardGroup>