ANTE User Manual

Companies

The Companies page helps you manage information about organizations you're doing business with or pursuing as potential clients.

The Companies list. Every column header with arrows can be sorted, and the row count at the bottom tells you how many companies you are looking at.
  1. 1Add Company — create a new company record.
  2. 2Company Name — click the arrows to sort alphabetically.
  3. 3Employees — the company size you recorded.
  4. 4Deals — how many deals are linked to this company.
  5. 5Rows per page and the total company count.

Overview

Companies are the organizations associated with your deals. Maintaining accurate company information helps your team work effectively with clients.

Page Layout

  • Add Company button - Create new company
  • Search - Find companies
  • Filter - Filter by industry, status
  • Companies Table - List of all companies

Company Information

Each company record contains:

FieldDescription
Company NameOfficial company name
IndustryBusiness sector
WebsiteCompany website
PhoneMain contact number
EmailGeneral contact email
AddressPhysical location
SizeCompany size category
StatusActive/Inactive

Common Tasks

Adding a New Company

  1. Click + Add Company
  2. Fill in company details:
    • Company Name - Official name
    • Industry - Select sector
    • Contact Info - Phone, email, website
    • Address - Full address
  3. Click Save

Editing Company Information

  1. Find the company in the list
  2. Click Edit
  3. Update information
  4. Click Save

Viewing Company Deals

  1. Click on a company name
  2. View the Deals tab
  3. See all deals associated with this company

Adding Contacts to Company

  1. Open company details
  2. Go to Contacts tab
  3. Click Add Contact
  4. Fill in contact information
  5. Save the contact

Company Details View

When you open a company, you'll see:

A company detail page. Company Information sits at the top, with Points of Contact and Associated Deals below it — both are empty on this demo record because no contacts or deals have been linked to it yet. Edit and Delete are in the top right.

Click Back in the header to return to the Companies list.

Overview Tab

  • Basic company information
  • Key statistics
  • Recent activity

Deals Tab

  • All deals with this company
  • Deal values and stages
  • Win/loss history

Contacts Tab

  • All contacts at this company
  • Contact roles and information
  • Communication history

Notes Tab

  • Team notes and comments
  • Meeting notes
  • Important information

Files Tab

  • Attached documents
  • Contracts and proposals
  • Related files

Tips

  • Complete Information - Fill in all available fields
  • Keep Updated - Update when information changes
  • Link Deals - Associate all deals with companies
  • Add Contacts - Include all relevant contacts
  • Document Interactions - Use notes for important details

💡 Note: Companies can have multiple deals and contacts associated with them.

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Import Deals
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Deal Type