There are 2 types of contacts in folk: people & companies.
People can be linked to multiple companies (one company will be marked as favorite)
Companies have, obviously, multiple people
Companies are automatically enriched on your contacts after you import them.
We detect the email domain (ex: spendesk.com) of your contact's primary email and add the corresponding company (ex: Spendesk), with the right logo and company URL.
If you change your contact's primary email, the new detected company will automatically be updated.
You can also link companies to people manually by browsing existing or suggested companies.
People & companies views
By default, when creating a group in folk, you'll have 2 separate views:
All people view
All companies view
This way you can easily switch from one another to work on the right contacts.
When adding people to the people view, if they are linked to their companies, it will automatically add the companies to the company view.
However, when adding companies in the company view, it won't add the people linked to that company, in the people view.
People & companies data
Linking people and companies makes folk very powerful.
All of the people linked to a company, will be visible on the company's profiles (in the People section) and in the People column in the company view. This enables you to get the bigger picture and leverage it to manage account-level data.
In the company profile, you can visualize the list of people with valuable information such as their job title, last interaction date & strongest connection. You can also add notes & reminders at the company-level.
Data sharing between people & companies
The company data can be displayed in the people view, so that you can leverage your contacts based on their company information.
You can show both native fields and custom fields.
So that when adding custom data on your company like a status, tags, values etc.., you'll be able to display these fields in the people view.
By clicking visible fields in the people view, you'll see the company fields (with the mention "(company)" next to them).
You can now easily filter people associated to your companies. For instance, if you need to send an email to all the people based on a Company status or industry, you can apply a filter that retrieves a curated list of the people you're looking for.
Advanced usage with Object
If you need to go beyond displaying company fields on people views, you can track deals by creating objects. Learn more here.
