CRM · FREQUENTLY ASKED QUESTIONS
Why is the CRM Companies tab empty while People/Deals show data?
Why is the CRM Companies tab empty while People/Deals show data, and what to check next.
The AI SDR can populate People and Deals automatically. It does not create Company records by itself. That's why your Companies tab can be empty even after the AI SDR has booked calls and your People and Deals tabs are filling up.
When the AI SDR handles an interested reply or booked call, it can write a contact to People and create or update a deal in Deals — but not a company. Companies are a manual or import-driven step.
How to populate the Companies tab
- In the left sidebar, click CRM → Companies.
- Use one of these to add companies:
- Add Company button — manual entry one at a time.
- Import Companies button — upload a CSV with company data.
- CSV import via People or Deals — when you import contacts or deals with a company column, Acquisity auto-creates the linked company if it doesn't already exist.
Why People and Deals fill but Companies don't
| Tab | Auto-populates from AI SDR? | How it gets data |
|---|---|---|
| People | Yes | Interested replies and booked meetings can create or update the prospect |
| Deals | Yes | Interested replies and booked meetings can create or update a deal |
| Companies | No | Manual add, CSV import, or auto-linked when you import People/Deals with a company column |
Linking existing People to a Company
If you've already got People records and want to group them under a company:
- Open a person record from the People tab.
- In the Companies section, click Link.
- Search for an existing company or create a new one inline.