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ProspectingCompanies

Companies

The Companies page is your org-wide directory of sourced companies — organizations discovered through campaign runs, research pipelines, and related prospecting flows. Use it to see what accounts Predylo has already found before duplicating research.

What it is

Each row in /companies represents a record in sourced_companies tied to your organization and (usually) a parent campaign. The page shows aggregate counts and a sortable table — not a CRM account object with its own detail page, but a cross-campaign index of discovered companies.

Displayed fields:

ColumnDescription
NameCompany name (links to the campaign’s companies tab)
IndustryIndustry when captured
EmployeesEmployee count estimate
LocationHQ or primary location
StatusSourcing/processing status for that company record
WebsiteExternal link when available

Who uses it

RoleTypical use
RepCheck if a target account was already sourced
Admin / OwnerAudit campaign output volume and coverage

How companies get here

Companies appear when:

  • A campaign runs its company-discovery phase (Apollo, Redrob, CSV, or research pipeline depending on source)
  • Research or Claude research runs ingest company records into the campaign context

The Companies page rolls up records across all campaigns in your org. For campaign-specific context (people found, run history), open the company via the name link.

Step-by-step: find if you already sourced an account

  1. Go to Companies in the sidebar.
  2. Scan the table or sort by recent entries (default: newest first).
  3. Click the company name to open the parent campaign on the Companies tab.
  4. From there, review people/leads tied to that campaign.

Step-by-step: research a company not in the directory

If the account is missing:

  1. Use Research to investigate the company manually.
  2. Or add/adjust a campaign targeting that segment and run the pipeline.
  3. After the next run, the company should appear here and on the campaign.

Empty state

If no companies exist yet:

No sourced companies yet. Run a campaign to discover companies.

Create a campaign, connect a lead source, and execute a run — companies populate as the pipeline discovers organizations matching your ICP.

Tips

  • Companies ≠ Leads — this directory is account-level discovery; people become leads when promoted or imported.
  • Use campaign link for depth — the global list is an index; campaign view has run-specific detail.
  • Cross-check before Research — save API credits by confirming the account is not already sourced.
  • Status column — useful to spot companies still processing vs. ready for people search.
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