AgentsLioFeatures
Company Intelligence
Comprehensive company profiles with contact hierarchies, deal history, and cross-module relationship mapping.
Lio maintains company profiles that combine firmographic data, hierarchical contact structures, and deal history to give a complete view of each account.
How it works
Companies can be created automatically through enrichment or selected manually, then linked across leads, contacts, deals, and activities. Each profile holds organizational details and a map of contacts and reporting relationships. Deal histories and interaction timelines are retained on the profile, and company data stays synchronized across all Lio modules.
Key capabilities
- Centralized company profiles consolidating account information.
- LinkedIn enrichment capturing name, industry, size, location, description, website, and LinkedIn URL.
- Contact hierarchy mapping with reporting relationships, up to 10 or more levels.
- Automatic or manual company creation with auto-linking.
- Cross-module integration linking companies to leads, contacts, deals, and activities.
- Full deal history and interaction timeline retention.
- Multi-language interface with browser detection.
Tips
Use enrichment to create companies, contacts, and leads in one pass rather than entering each record separately.