Companies
Core Workflow
Maintain company records as the source of truth for pipeline, activities, and account context.
By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20267 min read
What Are Companies?
Companies are organization-level records and the structural backbone of your CRM. They aggregate contacts, activities, deals, invoices, and account-level signals in one place.
In Lumenbase, Accounts are company records with a commercial relationship designation. You do not create a separate object for Accounts.
Company records should be your source of truth for account context, stakeholder mapping, and pipeline history.
Core Company Data
| Field group | What it enables | Operational impact |
|---|---|---|
| Firmographic details | Segmentation and qualification | Improves targeting and prioritization |
| Owner and team | Clear accountability | Reduces orphaned accounts |
| Company Band | Strategic tiering | Controls Accounts list behavior |
| Linked contacts | Stakeholder visibility | Supports multi-threading |
| Timeline and notes | Shared context | Improves handoffs and continuity |
How Companies Connect to Pipeline Work
Pre-sale and pipeline
- Lead and deal context rolls up to company-level visibility.
- Recent activities across stakeholders inform your qualification decisions.
- Company-level signals help Today prioritize your recommendations.
Post-sale and growth
- Closed-won history and invoice events build commercial memory.
- Company Bands drive account segmentation and strategic focus.
- Teams coordinate renewal and expansion opportunities more easily.
Company Record Workflow
- Create/import company record and complete core firmographic fields.
- Link key contacts and assign ownership.
- Attach active pipeline work (leads/deals) and ongoing tasks.
- Apply or verify Company Band based on strategic importance.
- Review timeline weekly to keep context fresh and actionable.
Read Company Bands for band setup and how it controls which companies appear in Accounts views.
Quick Reference
Open Companies: Directory → Companies
Create Company: Companies page → Add Company
Set Band: Company detail → Company Band
Open Accounts: Sidebar → Accounts
Related guide: Knowledge Base → Accounts
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