Organize companies with tags, lifecycle stages, and statuses
Tags appear as colored badges on the company detail page and are also visible in the companies list view, making it easy to scan and identify groupings at a glance.
Lifecycle stages track where a company is in your customer journey.
Lifecycle stages represent the progression of a company through your sales and customer journey, from initial prospect to active customer and beyond. Each stage is displayed as a colored badge on the company detail page and in the list view. Your admin defines the available stages in Admin > Lifecycle Stages.
The status field indicates the current operational state of the company.
| Field | Description |
|---|---|
| Active | The company is currently engaged, with ongoing communication or an active account. |
| Inactive | No recent engagement. The company may have gone dormant or paused interactions. |
| Churned | The company was previously a customer but has cancelled or not renewed their contract. |
| Dormant | The company has had no activity for an extended period and may require re-engagement. |
| On Hold | Engagement is temporarily paused, often due to internal decisions, budget cycles, or pending approvals. |
Classify companies by their relationship to your organization.
| Field | Description |
|---|---|
| Prospect | A potential customer you have identified but not yet qualified. |
| Lead | A qualified prospect showing active interest in your product or service. |
| Customer | An active, paying customer with a current contract or subscription. |
| Partner | A strategic or channel partner you collaborate with for sales or delivery. |
| Vendor | A supplier or service provider your organization purchases from. |
| Competitor | A company operating in the same market or space. Tracked for competitive intelligence. |
| Other | Any company that does not fit the above categories. |
Set a priority level to indicate how important a company is for your team's focus.
| Field | Description |
|---|---|
| Low | Standard priority. No urgent action required. |
| Medium | Moderate priority. Monitor and engage regularly. |
| High | Top priority. Requires immediate attention and proactive outreach. |
All classification fields work together with filters on the companies list page.
On the companies list page, you can combine filters across tags, lifecycle stage, status, company type, and priority to create targeted views. For example, filter by Type: Customer, Status: Active, and Priority: High to see your most important active accounts. Save frequently used filter combinations as Saved Views for quick access.