Who can use this
- Sales reps, account owners, managers, RevOps, and admins working from pipeline and account context.
Before you start
- Connect CRM and complete field mapping before relying on CRM writeback.
- Check pipeline, view, filter, ownership, and record matching before assuming a record is missing.
- Confirm Deals access is enabled for your workspace; contact your admin or Ergo support if you do not see it.
Steps
- Open a company from the Companies board or a linked company card.
- Review the company activity timeline, company info, emails, meetings, and related deals when available.
- Use company health and AI overview as account-level context when enough source activity is available.
- Check associated contacts and CRM fields alongside the company record.
What to expect
- Company detail depends on CRM-ingested company records and associations.
- Company activity can include emails, meetings, connected Slack activity, and related deals when those sources exist and are associated.
- Company health and AI overview should be reviewed against the underlying source activity.
Common issues
- The company record exists but is not associated with the deal.
- Company domains are incomplete or duplicated in the CRM.
- The company has no available activity sources yet.