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Companies

Every business you sell to, with a light that tells you who needs a call.

Illustration · A red light, and the reason behind it
On this page 8 sections
In short
  • Each company has a light: red, amber or green.
  • A company's page shows its revenue, people, deals and timeline.
  • Its status is Prospect, Customer or Inactive.

Where: Companies

Try it

In Ordo
  1. Companies
  2. Click a red light

A small window shows why: for example no contact for 34 days, or a task that is late. Click Dismiss if you don't need it now.

How it works

  • Green: someone was in touch recently, and nothing is late.
  • Amber: nobody was in touch for 14 days, or a meeting or task with this company is overdue.
  • Red: nobody was in touch for 30 days.
  • Needs attention: a button that shows only the red and amber companies. The Cards view puts them first too.
  • Logos: Ordo shows the company's logo from its website. Without a website, it shows the company's initials.

The company page

  • At a glance: money won in total, this month, this quarter and this year, the open pipeline, the last activity, and a chart of the last 12 months.
  • Contact details: country, number of employees, website, address, main phone, general email and a short summary. Company research fills them in from the website.
  • People: everyone at the company. The star marks the main contact.
  • Deals: every deal with this company.
  • Timeline: everything that happened with this company, its people and its deals. Timeline

Status

  • Prospect: you are trying to sell to them.
  • Customer: they bought from you. A company becomes a Customer when you win its first deal.
  • Inactive: a customer with no deals and no contact for a long time. An admin can turn this change on in Rules.

Company types and tiers

Some teams sort companies by what they are: brand owner, factory (ODM), system integrator, distributor, or small reseller and installer. Each type has a tier from 1 to 3. The tier shows on the company page and in the list. An admin can turn types and tiers on or off in Settings → Extras.

Good to know

  • An admin can change the 14 and 30 days in Settings → Rules.
  • An email with someone at the company counts as contact.
  • A rep sees the companies they own. A rep can still open the company of their own deal or person.

Questions

What does a red company mean?

Nobody at your company was in touch with them for 30 days. Click the light to see why, and plan a call or an email.

Where do company logos come from?

From the company's website. If there is no website, Ordo shows the company's initials.

Can I add a company without a website?

Yes. Only the name is required.