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Companies are the most central record in Metal. This page covers creating them and reading their profiles.

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Create a company

1

Open Companies

In the sidebar, expand Records and select Companies. Click New Company in the top right.
2

Name the company

In the Add a Company dialog, enter the Company Name (start typing to match an existing company) and optionally add Company Tags. Click Next.
3

Create a folder (optional)

You can create a folder for the company’s files now, or choose Skip Folder.
4

Upload files (optional)

After the company is created, upload files right away or Dismiss to do it later. See Files & documents.

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Read a company profile

Open a company to see its profile: firmographics, linked people, related deals, and files. Fields filled in by AI show a View Enrichment option — see Enrichment.

Working with people

Add and link contacts to companies.

Working with deals

Create deals that target your companies.