What a lead typed is never rewritten. The capture data stays exactly as it was — which is why a wrong match is visible and a merge can be undone.
Building the directory
The first time you open Companies, Tap groups the leads you already have: “Building your directory — 420 of 1,800 leads grouped.” You can leave the page; it keeps going. After that, new leads are filed as they arrive.How a lead is filed
A lead joins a company on its own when the company name matches once tidied, when its email domain matches, or when its phone number matches one already seen on that company’s leads. Each lead shows how it was filed — Matched by email, Matched by phone, or Set by hand — and what it was Typed as.Matching is rules only. No AI decides which company a lead belongs to, so the same lead is always filed the same way, and it costs nothing per lead.
The list
Each row shows the company, its industry, how many leads it has, who captured them, and when the last one arrived. Companies written more than one way show also written as …. Three tabs:
The footer counts how many leads have no company at all.
Reviewing look-alikes
Tap flags pairs it thinks are the same company and tells you why:
For each group, pick the name to keep and Merge, or Keep separate if they really are two businesses. Keeping separate is remembered — Tap won’t ask again.
Merging
Merging moves every lead onto the company you keep, and the other names stay behind as spellings — so a lead typed either way still lands in the right place.A merge can be undone. Undo appears straight after, and reverses the move.
Spellings
Open a company to see Also written as, with the hint that explains it: a lead typed any of these ways lands here. Add a spelling to catch a variant you know your team uses. Removing one moves the leads that typed it that way to a company of their own — Tap tells you how many before you confirm.Fixing one lead
From a company’s lead list, Move to another company or Remove from this company. From the leads list, select leads and Set company to file them together — up to 500 at a time. On a lead itself you can set or change its company, and create a new company from the picker if it isn’t there yet.Adding companies yourself
Add company takes a name, optional other spellings, website, industry, size, and city. Tap warns you if the name already exists, or looks like one that does — “Looks like Acme, which has 23 leads” — with a link to open it.Importing companies
Import CSV brings in a list — your account list, a CRM export, an exhibitor directory.1
Upload
Only the company name is required. Other spellings, website, industry, size, and city are optional. Download the template if you want the format.
2
Match your columns
Tap guesses, you correct. Anything you don’t want becomes Not imported.
3
Review
You see how many companies are new, how many already exist, and how many of your existing leads will move under them. Rows with no name are skipped, and a name appearing twice is imported once.For companies you already have, choose Update with the new file (fills in missing details and adds the new spellings) or Skip them (keep what you have).
4
Import
You get a summary: companies added, companies updated, leads moved. Any skipped rows can be downloaded to fix and re-upload.
Deleting a company
Deleting doesn’t delete leads — they’re left with no company. Tap says how many before you confirm.What you can see
A company’s lead count covers the whole account, but you only see the leads you’re allowed to see. Where that differs you’re told: “18 of 40 leads · the rest are in other departments”.Tags
The other way to slice your leads — by event, interest, or priority.