Companies, departments & deal pipeline

Available on Professional and Unlimited plans (B2B layer)

Group contacts by the organization they work for, score them by engagement, and track every opportunity through your pipeline — without leaving FastLinkIt.

Companies

A Company is a first-class record that rolls up every contact, department, and deal under it.

Creating a company

/contacts/companies/create → fill in:

• Name — unique per scope, max 200 chars
• Website, industry, size band (1–10 / 11–50 / 51–200 / …)
• Phone, email, address fields (street / city / state / postcode / country)
• Notes

Link existing contacts on their edit page via the Company dropdown. The legacy free-text Company column stays in sync for vCard exports.

Departments

Open any company's detail page → Departments card → + Add department. Each department is (name, headcount) with a delete button. Contacts can be assigned to a department on their edit page.

Why departments matter: a Sales contact at ACME stays grouped with the rest of Sales, even when ACME has 200+ contacts. The company detail page rolls up the head count per department.

Deal pipeline

A Deal is one sales opportunity, attached optionally to a contact and / or a company.

Stages and probability

Probabilities auto-set when you change stage; you can override on a per-deal basis.

Creating a deal

/contacts/deals/create → fill in:

• Title, description
• Linked contact + company (picker auto-prefills the company FK from the picked contact)
• Value, currency (default GBP), probability (auto from stage)
• Expected close date
• Stage (initial)

The kanban

/contacts/deals is a 5-column kanban (Lead → Qualified → Proposal → Won / Lost). Drag cards across columns to advance them. Each column auto-totals count + forecast value at the top.

• Cards highlight red when expected close date is in the past and the deal isn't yet Won/Lost
• Probability bumps automatically with stage changes (override-friendly)
• Cards show value, contact, company, expected close, probability%

Lead score

Optional 0–100 score per contact, recomputed daily by LeadScoreCalculatorService based on:

• Mailing opens and clicks (recent weighted higher)
• Paid transactions and donations
• Inbound messages

Use it in segment rules (leadScore gte 70) and as a sort key on the contacts list.

Worked example — forecast Q2 pipeline

Goal: a freelance consultant juggling 12 deals across 8 clients wants weighted forecast at a glance.

1. Create company records for each of the 8 clients.
2. Per lead, /contacts/deals/create → fill in title, value, expected close, link to contact / company.
3. The kanban at /contacts/deals auto-totals the forecast value per column.
4. Drag cards across columns as deals progress; probability auto-updates.
5. Result: one screen shows Q2 weighted pipeline £47k, 3 deals overdue (red highlight). No spreadsheet, no Trello.

Related

• Smart segments — segment by company, leadScore
• Contacts — the contact 360° page rolls up deals + activity