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Bobby Suite

Managing Companies

Companies list

Section titled “Companies list”

The companies page shows a table with:

  • Name — company name with avatar and tags
  • Domain — website URL
  • Industry
  • Size — employee count range
  • Phone
  • Created At

Click a column header to sort. Default sort is by creation date (newest first). The Size and Phone columns are not sortable.

Create a company

Section titled “Create a company”
  1. Click + New Company
  2. Fill in the form:
    • Name (required)
    • Domain — website URL
    • Industry
    • Size — employee count range
    • Address
    • Phone
  3. Click Create

Edit a company

Section titled “Edit a company”
  1. Click a company to open its detail page
  2. Click Edit
  3. Update any fields
  4. Click Save

Delete a company

Section titled “Delete a company”
  1. Open the company’s detail page
  2. Click Delete
  3. Confirm the deletion

Export to CSV

Section titled “Export to CSV”

Click Export CSV on the companies page. The export respects your current filters — only visible companies are exported.

Filtering and saved views

Section titled “Filtering and saved views”

Companies support the same filter builder and saved views as contacts. You can filter by: Name, Domain, Industry, Size, Phone, and Tag.

See Filtering & Saved Views for details on how filters and views work.