Companies, Contacts & Deals

Everything in Dopia organizes around three records: Companies, Contacts, and Deals. They're the nouns of your pipeline, and almost everything else — captured email, meetings, deal memory — hangs off one of them.

The three records

Companies

A company is an organization you're selling to. Its record gathers everyone you know there, every deal in flight, and the full history of contact.

Contacts

A contact is a person — a buyer, champion, or influencer. Contacts belong to companies and carry their own thread of email, chat, and meeting history.

Deals

A deal is a specific opportunity, with a stage, a value, and the people involved. The deal is where deal memory lives, because the deal is the thing you're trying to move.

How they connect

The three records link together: a company has many contacts; a contact can be on many deals; a deal rolls up to a company. That's why a single email can update the contact, surface on the deal, and enrich the company all at once.

Companies·Sorted by Created at

Import

Company	Stage	Value	Contact	Health
Acme Corp	Proposal	$60,000	Bradley Park
Northwind Traders	Discovery	$28,000	Dana Lee
Globex	Negotiation	$145,000	Sam Ortiz
Initech	Closed won	$42,000	Priya N.
Umbrella Co	Discovery	$96,000	Erin Cole

Working with lists

Each record type opens as cards that show where you stand with each one, or switch to a grid for one row per record — cards or a grid covers both. Filter either by stage, value, created date, or any attribute, and open a record to see its full history and deal memory.