Companies & People
Companies and People are the two core objects in Coco CRM. Every account you sell to is a Company record; every contact you talk to is a People record. Both live in the left sidebar and behave the same way: a list view of records, and a detail page per record.
Creating records
You can create records from several places:
- Click + New record at the top of any Companies or People view.
- Press
Cfrom a list view to create inline. - Ask the AI assistant — for example, "create a company called Acme".
- Import in bulk via CSV import or the HubSpot import app.
New People records capture name, email, phone, job title, LinkedIn, and city. New Companies capture name, domain, and the Cocolevio fields below.
The record page
Every record page follows the same layout:
- Left panel — all fields for the record. Click any field to edit it inline.
- Right panel — the timeline: a chronological feed of activity, plus tabs for Tasks, Notes, Files, Emails, and Calendar events related to the record.
Changes made anywhere (API, workflows, imports, other members) show up in the timeline automatically.
Company fields in Coco CRM
In addition to Twenty's standard fields (name, domain, employees, address, etc.), Coco CRM companies ship with extra fields used by lead generation and outreach:
| Field | Purpose |
|---|---|
| Industry | Vertical the company operates in |
| Owner / Decision Maker | Name of the primary decision maker |
| Best contact email for the account | |
| Phone | Main phone number |
| Lead Score | 0–100 opportunity score (set manually or by AI lead analysis) |
| AI Opportunity Insight | AI-generated summary of why this account is a fit |
| Cold Email Message | Drafted cold-email copy for outreach |
| LinkedIn Message | Drafted LinkedIn outreach message |
| Description | Free-form account notes |
| Owner LinkedIn | LinkedIn URL of the decision maker |
Records imported from HubSpot or pushed from the lead-generation tools arrive with these fields populated where the data is available.
Relating people to companies
Each Person has a Company relation field. Set it by clicking the field and searching for the company. On the company side, all related people appear in a People section on the company record page — a company can have many people, and a person belongs to one company.
Other relations work the same way: deals link to a contact and a company, tasks and notes link to any record.
Notes, tasks, and files on records
From the right panel of any record:
- Notes — click + New note to attach a rich-text note to the record. See Tasks and Notes.
- Tasks — create follow-ups with an assignee, due date, and status, linked to the record.
- Files — drag and drop attachments (contracts, decks, screenshots) onto the record.
Everything attached to a record is also visible in the global Tasks and Notes lists in the sidebar, so nothing gets lost on an individual record page.