> ## Documentation Index
> Fetch the complete documentation index at: https://docs.astradial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Clients (Companies)

> Add and manage companies in the CRM — track industry, size, contacts, and assigned team members.

The **Clients** page is where you manage companies and organizations. Each company can have multiple contacts (leads) and deals linked to it.

## View your clients

Go to **Clients** in the sidebar under **Mini CRM**. At the top, four stat cards show:

* **Companies** — Total number of companies
* **Contacts** — Total number of contacts across all companies
* **Open Deals** — Deals that are not yet won or lost
* **Pipeline Value** — Total value of open deals in INR

Below the stats is a searchable table of all companies.

## Add a company

<Steps>
  <Step title="Click Add Company">
    Click the **Add Company** button (plus icon) at the top-right.
  </Step>

  <Step title="Fill in the details">
    | Field        | Required | Description                           |
    | ------------ | -------- | ------------------------------------- |
    | **Name**     | Yes      | Company name                          |
    | **Industry** | No       | e.g., Healthcare, Technology          |
    | **Size**     | No       | 1-10, 11-50, 51-200, 201-500, or 500+ |
    | **Phone**    | No       | Company phone number                  |
    | **Email**    | No       | Company email                         |
    | **Website**  | No       | Company website URL                   |
    | **Address**  | No       | Physical address (multiline)          |
    | **Notes**    | No       | Any additional notes                  |
  </Step>

  <Step title="Click Create">
    The company is added to your CRM.
  </Step>
</Steps>

## View company details

Click on any company row to open a detail panel on the right side showing:

* **Contact information** — Industry, size, phone, email, website, address
* **Notes** — Any notes you added
* **Linked contacts** — People at this company
* **Recent activity** — The last 20 activities (notes, calls, meetings, etc.)

## Assign a company to a team member

1. Click the three-dot menu on a company row
2. Click **Assign**
3. Select a team member from the dropdown (or choose "Unassigned")
4. The assignment is saved immediately

This helps your team know who is responsible for managing each client relationship.

## Edit and delete

* **Edit** — Click the three-dot menu → Edit, update any field, then click Update
* **Delete** — Click the three-dot menu → Delete

## Search

Use the search bar at the top to filter companies by name, email, phone, or industry. The table updates as you type.

## Pagination

Companies are loaded 25 at a time. Use the Previous/Next buttons at the bottom to navigate.