Manage companies

Group contacts and events by organization to manage your B2B accounts and spot recurring clients.

For venues working with companies, agencies or public bodies, a single client is almost never one person or one event. A sales team sends you a seminar, HR an off-site evening, and an executive assistant handles logistics: three contacts, several files, one organization. The company record exists to gather all of this in one place and track an account over time.

In practice, the company record groups all the contacts and events of the same organization, with its information (name, industry, website, details) that the AI can enrich automatically from the email domain. It is the B2B tool that lets you think by account rather than by isolated file, and spot your best recurring clients.

Prerequisites

Access to the Companies section: this is where company records are created and viewed.

Contacts (people) to attach, or the ability to create them, to link the organization's contacts to the record.

A consistent email domain (e.g. @company.com) if you want to benefit from automatic AI enrichment.

What you'll learn

Create a clean company record, with no duplicate.
Attach contacts and events to it to centralize the account.
Let the AI enrich the record from the email domain.
Track the value generated by an account over time.

Why think by company

Without a company record, your B2B clients scatter into isolated contacts and independent events. You lose the big picture: you can't see at a glance that one organization gave you five events in a year. By grouping contacts and files under a single record, you track the account as a whole and identify your recurring partners.

This account view also smooths the sales relationship: a new contact from the same organization immediately inherits the history, and you can justify a partner rate with the cumulative revenue in front of you.

Create a company

A record is created in a few fields from the dedicated section. Here is the flow and what happens at each step.

Open the Companies section then New company: a blank record form opens.
Enter the name, industry and website: this information identifies the organization.
Attach the relevant contacts: the people are then linked to the record.

💡 Tip: let the AI automatically enrich the record (industry, size, logo) from the email domain, rather than typing everything by hand.

What a record contains (reference)

A company record is organized into a few blocks. Here is each element and what it holds, in one line.

Information: name, industry, website, details — the organization's identity.
Contacts: the organization's people attached to the record.
Events: all the files linked to the company, gathered in one place.
Industry: the field of activity, useful to segment your B2B clients.
Website: the organization's address, the starting point for AI enrichment.
Cumulative revenue: the value generated by the account across its events.

Attaching contacts and events

The heart of the record is the link: one company connects several people and several files. Here is how those links are built.

Attach each contact to the company: they then appear in the record's contact list.
Link this organization's events: they appear in the record's event list.
Open the record: you see at a glance all the account's contacts and files.

AI enrichment

Rather than filling each field by hand, you can let the AI complete the record from the organization's email domain. Here is what it can add.

Industry: the field of activity inferred from the email domain.
Size: the rough scale of the organization.
Logo: the company's visual identity, to recognize the record at a glance.

How it works

The company record acts as a central point: contacts and events are not copied into the record, they are linked to it. A given contact remains a person in their own right, simply attached to the organization. Meanwhile, cumulative revenue builds from the linked events: each new file adds to the account total.

AI enrichment starts from the email domain: it infers the industry, size and logo, and pre-fills the record, which you can then adjust by hand.

Edge cases

Duplicate record: two records for the same organization scatter contacts and events; always search before creating.
Generic email domain: with an address like @gmail.com, AI enrichment has fewer clues and may be incomplete.
Shared contact: a contact stays a single person; attaching them to a company does not duplicate them.
Account without an event: a record can exist with no linked file; its cumulative revenue then stays at zero until the first event.

Best practices

Centralize recurring accounts to spot your best B2B clients.
Track cumulative revenue per company to prioritize your follow-ups.
Avoid duplicates by searching for the company before creating it.
Attach each new contact to the record to keep a complete account view.
Run AI enrichment as soon as you create the record to save data-entry time.

Troubleshooting

Problem: the AI doesn't enrich the record.

Cause: missing or generic email domain (like @gmail.com). Solution: enter the website or an email domain specific to the organization to give the AI something to work with.

Problem: two records exist for the same company.

Cause: the record was created without a prior search. Solution: search the name before any creation and attach the contacts and events to the single record you keep.

Problem: an event doesn't appear in the record.

Cause: the file isn't linked to the company. Solution: link the event to the record so it appears in the list and counts toward cumulative revenue.

Real-world example

An event agency gives you 5 events a year. You create its company record, the AI enriches it from the email domain (industry, size, logo), and you attach the three usual contacts and the five files. Its record then shows the cumulative revenue: you easily justify a partner rate, figures in hand.

Another example

A public body organizes a gala and several meetings each year. Over time the contact changes: the old manager leaves, a new one arrives. Because everything is attached to the company record, the new contact immediately inherits the event history and cumulative revenue, with nothing to rebuild.

FAQ

Can a company have several contacts?

Yes, that's the whole point: gathering all the people of an organization under one record.

Can a company have several events?

Yes: all the organization's files are attached to its record, which feeds the account's cumulative revenue.

How does AI enrichment work?

The AI starts from the organization's email domain to infer and complete the record's industry, size and logo.

How do I avoid duplicates?

Search for the company name before creating a new one: if it already exists, attach to the existing record.

Can I track an account's revenue?

Yes: the record shows the cumulative revenue generated by the linked events, useful to spot your best B2B clients.

Can one contact belong to several companies?

The contact stays a single person; attach them to the relevant organization to keep a consistent account view.