Skip to main content

Use the Companies section

Easily organize, track, and manage company-level outreach to power your account-based sales strategy.

Updated over 2 weeks ago

Overview

The Companies section in lemlist is your central hub for managing accounts in an account-based prospecting strategy. Located in the left sidebar, it provides full visibility on all interactions your team has had with each company.

Screenshot

What Companies Section Shows

Each company profile displays:

Company details:

  • Company name

  • Domain

  • Industry

  • Location

  • LinkedIn profile

  • Custom fields

Screenshot

Associated contacts:

  • All people from the company in your database

  • Contact roles and information

  • Quick access to contact profiles

Screenshot

Activity timeline:

  • Complete history of team interactions

  • Emails sent and received

  • Calls made (with recordings)

  • LinkedIn steps

  • Manual tasks

  • Team member who performed each action

Screenshot

Activity Timeline Features

Clean, Structured Layout

Timeline organized chronologically with clear visual hierarchy

Easy to scan through past emails, calls, and LinkedIn touches

All activities color-coded by type


Expand or Collapse Activities

Click any activity card to:

  • Expand - View full details

  • Collapse - Keep view focused

Shows only what you need when you need it


Interact Directly from Timeline

Listen to call recordings:

  • Play recordings without leaving the page

  • Scrub through the timeline

  • Review call notes

Reply to emails:

  • Click the reply button in the email activity

  • Compose response inline

  • Send without switching tabs

View LinkedIn steps:

  • See invitations, messages, and profile visits

  • Check connection status

  • Track LinkedIn engagement

Check team member:

  • See who performed each action

  • Coordinate with the team on next steps


Filter and Sort Companies

Quickly find companies using filters:

  • Company name - Search by name

  • Company domain - Filter by website domain

  • Industry - Sort by business sector

  • LinkedIn - Filter by LinkedIn presence

  • Location - Geographic filters

  • Custom fields - Filter by region, status, tags, etc.

  • Owner - Filter by assigned team member

To add a filter, click Filters, then click Add a filter

Screenshot

Then select the filter type you want to use (for example: Company Name, Company Domain, Industry, Location, Size, LinkedIn, Owner, etc.)

Screenshot

Import Companies

Access Import

From the Companies section, click Import new companies

Screenshot

Import Methods

Choose your import source (Companies database, CSV import, or LinkedIn import)

Screenshot

Method 1: Companies database

  1. Use search to look up companies by name

  2. Click to add the company directly to your account

Method 2: Upload CSV File

  1. Prepare a CSV with company data:

    • Company name (required)

    • Company domain (recommended)

    • Industry

    • Location

    • Custom fields

  2. Select CSV import

    Screenshot
  3. Upload your CSV file (click to upload or drag and drop)

    Screenshot
  4. Map CSV columns to lemlist company fields, then click Push to Companies to confirm the import

    Screenshot


Best Practices

Use for account-based prospecting - Focus on company-level strategy, not just individual contacts

Assign owners - Designate team members responsible for each account

Review timelines regularly - Check activity before reaching out to coordinate with team

Use custom fields - Tag companies by status, priority, region, or deal stage

Filter strategically - Create views for different account segments (e.g., "High Priority", "Active Deals")

Coordinate with team - Check who's already engaged with the company before making contact

Did this answer your question?