How to manage companies

The Companies module lets you add, view and organize the companies that are part of your sales operation.

Available on: all plans.
Module: Main screen > Sidebar > Companies

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How to create a new company

Follow the steps below to add a company:

1. Go to Main screen > Sidebar > Companies

2. Then click Create company

3. Fill in the requested information:

   • Company name (required)

   • Website

   • CNPJ (Brazilian company tax ID)

   • Company description

   • Social media (optional):

     • LinkedIn

     • Facebook

     • Instagram

4. After filling in the details, click Create company

How to update company information

To update the information of a company that's already registered:

1. Go to Main screen > Sidebar > Companies

2. Find the company you want to edit in the list

3. Next to the last updated date, click the three vertical dots (⋮) icon

4. Click View details

5. Click Edit

6. Edit the information you need

7. Save the changes

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The enrichment tabs on the saved record

The saved company record now has enrichment tabs similar to the ones in the Search panel:

• Overview — a summary of the record. Only in the side panel

• Details — Firmographics, Technographics and Funding

• Digital — two sub-tabs: Traffic (website visits) and Webstack (technologies used on the website)

• People — four sub-tabs: Contacts, Roles, Partners and Network

Two differences worth noting:

• The side panel has the Overview tab; the expanded company page doesn't. The other tabs are the same on both screens

• People isn't identical to the one in Search. In Search, the first sub-tab shows employees from the data provider (paid). Here it's Contacts — the contacts in your own base linked to that company, with no credit usage, and a shortcut to link contacts when there aren't any yet

The Roles, Partners and Network sub-tabs are enrichment tabs and use credits.

Companies without a domain now enrich through LinkedIn

Before, a saved company record without a domain couldn't be enriched — the Digital and Roles tabs showed “no data” even when the company had its LinkedIn page filled in.

Now Nuvia uses the same identification order as the Search panel:

1. Domain, when there is one

2. Company LinkedIn page, as an alternative

3. Only with neither of the two do the tabs show that no data is available

In practice: a company that came from an import without a website, but with LinkedIn, now has Digital and Roles working.

Partners and Network no longer charge when the company has no CNPJ

Fix. Before, opening Partners or Network on a company without a CNPJ link showed the paid unlock screen. Anyone who clicked spent credits and got “no data” — because the data never existed for that company.

Now Nuvia checks the CNPJ link first, before showing the unlock screen:

• Company without a domain, or with a domain that doesn't lead to a CNPJ — the sub-tabs show right away that there's no data. No credit is offered or charged

• Company with a CNPJ found — the unlock screen appears normally and the credit is only charged when you confirm

The CNPJ check is free and runs when you open the sub-tab. The result is reused between Partners and Network for about a minute — in practice, switching between the two right away doesn't repeat the lookup.

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Frequently asked questions