Companies

The Companies section lets you manage the organizations you’re working with. Each Company can be linked to multiple Contacts, Leads, and Deals, serving as the central account record.

• Companies are displayed in a table view with key details:

  • Company Name

  • Country

  • City

  • Linked Contacts

  • Open Leads

  • Open Deals

  • Created date

• At the top, you’ll see summary stats:

  • Total Companies

  • New Companies (this month)

  • Companies with open Deals

  • Companies with open Leads

  • Unlinked Companies (no Contacts attached)

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• Click Create Company to add a new record.

• Required field: Company Name.

• You can also add optional details right away (Website, Country, Industry, etc.).

• Additional attributes (Company Size, Address, Social links) can be added later in the Company full view.

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Inside the Company profile, you can:

• See all Leads linked to this Company, including their status and assignee.

• View Deals with stage, value, and owner.

• Manage and add Contacts belonging to this Company.

• Add and view Notes for collaboration.

• Update Company details: Website, Phone, Industry, Size, Country, City, Address, Social.

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Companies can be narrowed down with filters to quickly find what you need.

Available filters include:

• Created by me – show only Companies created by you.

• Linked Records – filter by Companies with open Leads or open Deals.

• Tags – filter by any custom tags.

• Linked Contacts – filter by the number or presence of associated Contacts.

• Country / City – limit the list to specific locations.

• Created date – select a time range when the Company record was created.

These filters are optional and don’t affect the underlying data – they just make it easier to focus on what’s relevant at the moment.

You can connect a Company to related Jira work items directly from the Linked work items section.

Click + Link New Item, then start typing to search by:

• Jira issue key (e.g., SCRUM-9),

• issue summary, or

• paste a direct link to the Jira work item.

Once linked, the connection appears:

• in the Company’s Linked work items section inside Mria CRM,

• in the Mria CRM panel on the Jira issue’s right sidebar.

➡️ Learn more about the Jira panel on the Jira Integration page.

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For Contacts and Companies, Mria CRM automatically calculates a status based on their activity history:

To delete a Company, open the ... menu in the top right corner of a Company full view and select Delete.

• ❌ Companies with linked items (Contacts, Leads, or Deals) cannot be deleted. You’ll see a warning.

• ✅ Companies without links can be hard deleted.

📌 Companies act as the “umbrella” entity:

• Contacts belong to Companies.

• Leads and Deals are associated with both Contacts and Companies.