Use this article to understand every section inside a Company Profile and how each area helps you manage relationships, data, and activity effectively across your CRM.
⚠️ Permissions: Access to specific tabs or data may vary based on your user permissions.
Pipeline
The Pipeline gives you a visual overview of everything happening with the company. It displays current contacts, candidate stages for roles linked to the company, and all related tasks.
Current Contacts: All the key players in the company.
Candidate Stages: Where each candidate stands in the hiring process for jobs linked to the company.
Tasks: All tasks associated with the company.
This section helps you track movement from job leads through interviews, offers, and placements.
📂 For more details about the pipeline in Vincere, refer to Understanding the Vincere pipelines
Header
The company header provides an at-a-glance summary of essential data.
Company Name.
Status.
Phone Number.
Location.
Number of Contacts.
Forecast Fees.
Booked Fees.
Time Since Last Activity.
In the upper right corner, you’ll find associated brands and any social media links. Below the contact header, you can see the company stage, which shows how close you are to closing the deal.
Information
The Information section contains all core CRM fields for the company.
Company Stage: The CRM stage for the company, which you can adjust from the contact profile.
Additionally Information
Additional specifics include:
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📝 Note: Always click the Save button in the top right to retain changes.
Compliance
Use this section to configure compliance items the company requires.
TOB Signed: Update statuses (for example Not Sent, Sent, or Received).
Credit Check, select the relevant compliance fields such as TOB Signed or Credit Check.
Departments
Manage company departments from one place.
Search for existing departments to review or update details.
Create new departments or edit existing ones to keep records current.
📂 For more information, view the article on Departments.
Groups
Groups allow you to update or manage brands, branches, divisions, and teams linked to the company.
Add or remove groups to keep your CRM structure aligned.
Edit group details when organisational changes occur.
Additionally Information
Locations
Add and manage company addresses to ensure accurate billing and reporting.
Click the + icon to add a new location.
Select a primary billing address using the ✔ icon.
Hover over the document icon to view billing-specific details.
Edit or geo-tag locations from the location detail window.
Delete a location when it is no longer required.
⚠️ Important: Deleted locations cannot be recovered. Jobs using the location will be shown before final deletion.
📂 For more details, refer to Company location types.
Custom Fields
Custom Fields allow you to extend the company record with your own data.
View existing custom fields to understand what your team is tracking.
Configure new fields to capture information specific to your workflows.
📂 For more details, refer to Configure custom fields.
Contacts
Access a comprehensive list of all contacts within the company, including:
Contact Details: Click the quick view button for more information.
Progress: Track your progress toward signing terms with each contact.
Activities
The Activities table displays every activity linked to the company, including tasks, meetings, comments, applications, and placements.
Review the latest activities to track communication and next steps.
Add the Due Date column using Table View & Configuration to sort by urgency.
📌 Note: Tasks and meetings are sorted by the latest Due Date by design to surface the most urgent items.
Emails
If your email account is connected, view all email correspondence with the contact, including:
Sent Date and Time.
Content of Emails.
Attachments.
Consultant who Sent the Email.
📂 For more details, refer to Connect your email account.
Files
Store and access company-related documentation.
Upload key documents for shared visibility.
Manage stored files to keep records tidy and consistent.
Fee Model
Use this section to review and manage fee structures for the company.
View all existing fee models.
Edit or create new fee models when agreements change.
📂 For more details, refer to Fee Models and how to create them.
Job Stats
Monitor hiring activity across the company.
View job counts, stage totals, and application volume.
Apply filters to break down data for deeper insights.
T-Sheets
If Pay & Bill is enabled, this section shows all timesheets related to placements at the company.
Review submitted, rejected, and approved timesheets.
Click to view the full timesheet, including candidate, job, and date ranges.
📂 For more details, refer to How to view Timesheets.
Invoices
View all invoices tied to the company.
Search and filter invoices to find specific billing information.
Review invoice statuses for financial accuracy.
Document Check
Use this section to define onboarding documents required for candidates submitted to jobs with this company.
Add required onboarding documents specific to the company.
These documents automatically appear in the job's Onboarding tab for new jobs created after setup.
📂 For more details, refer to How to set up Onboarding Documents.
Custom Columns inside Company Profile
Custom Columns help you personalise your table views.
Click the column configuration icon to select the fields you want to display.
Add columns such as Last placement date to enhance Business Development insights.
For example: 'Last placement date' column for CRM (company profile - contacts table)
This column reflects the most recent date a candidate was placed and associated with that contact (for example as the hiring manager).
This is a huge boost for recruiter efficiency and BD efforts as it effortlessly allows recruiters to filter by all of the contacts they have had a placement within a defined period of previous days/weeks/ months/years and then send a follow-up/check-in email in just a few clicks - great for securing repeat business.
What does this change mean for me?
Tracking Placements: Easily identify the most recent placement date for each contact, improving follow-up and relationship management.
Efficient Searching: Use the new column in advanced search to filter contacts based on their latest placement date.
Profile Management: View the new column in the company profile > contacts tab for quick reference.
Bulk Actions: Filter and sort contacts to perform bulk actions (for example mass emails) for contacts you've previously had placements with - great for securing repeat business - or simply wishing your previously placed with contacts a happy end to the year - in just a few clicks.
Triggers for this field to update
When a candidate is placed, the placed date will be reflected on the associated contacts record.
When a contact is moved to a new company, previous information (such as placement dates) will be moved to the new contact record, ensuring it stays on the company record.
When a contact is merged (for example duplicates), previous information will be merged to the merged record.
When a placement is undone, the last placed date will be reversed from the contact.
📌 Note: This new field excludes contract/temp renewals - for renewals the original placement date will take precedence.
Integrations
Enable and manage integrations such as Odro, Onboarded, and others.
Review available integrations linked to the company.
Activate or open integration settings as needed.
💡 Best Practices
Review company data regularly to maintain CRM accuracy.
Use custom fields to track organisation-specific requirements.
Add locations and departments early to avoid mismatches in reporting.
Use the Pipeline and Activities tabs daily to prioritise engagement.
Leverage custom columns to streamline BD and follow-up workflows.
🤔 FAQs
Q1: Why can’t I update the main phone number on a Company record?
Answer: If the main phone number isn’t updating on the Company screen, it’s usually because the Phone field isn’t added to your Company Summary layout.
Open Settings, then click Field Configuration.
Select Company, then open the Company Summary layout.
Find the Phone field, then drag it into the layout.
Save your changes, then go back to the Company record and update the number again.
After adding the field, the phone number will update correctly.
Happy Recruitment #TheVinnyWay🤩