Managing companies

Companies are the client side of your desk — every job belongs to a company, and applications and placements all roll up to it.

Creating a company

1. Open Companies in the sidebar and click Add Company.
2. Enter the name and any details you have — website, location, industry.
3. Save. If the company has a website, Kepler fetches its logo automatically in the background.

Companies are also created automatically when you accept email-domain matches (if enabled under Settings → Record Creation) and during CSV imports.

The company page

Open any company to see its full account picture across tabs:

Tab	What's in it
Overview	Key fields, owner, and a summary of recent activity.
Contacts	Everyone you know at the company. Add contacts directly from here.
Jobs	All vacancies for this client, with status and pipeline counts.
Applications	Every candidate in process across the client's jobs, with stage and outcome.
Interviews	Interview history across the company's jobs.
Placements	Deals closed with this client — fees, start dates, status.
Lists	Lists this company belongs to (e.g. "Key accounts Q3").
Communications	Synced conversations with anyone at the company's domain.
Calls	Recorded calls and meeting intelligence linked to the company.
Notes / Tasks / Files	Account notes and logged interactions, to-dos, and documents such as terms of business.
History	The full chronological timeline of everything above.

Editing fields

Click any field on the Overview tab to edit it inline. The record sidebar beside the tabs holds the company's core details — Domains, Industry, Location and LinkedIn by default — plus a Record section showing Created and Last activity. The default rows are a workspace choice: remove one you don't use, or add another from the field picker. Add your own fields — payment terms, PSL status, fee agreement — via custom fields.

Each of these fields carries a History icon. Open it to see every value the field has held, who or what set it — a person, or a badge for AI, Import, Sync, Merge, Automation, System or API — and when. Use Restore this value to put a previous value back.