Company settings define the taxonomy your company records use — the vocabulary you classify organizations by. They're found under Companies → Settings, a page with a tab for each list, and require the company settings permission. Getting this taxonomy right early keeps your data clean and your filters and reports meaningful.
Statuses#
Statuses describe where a company stands in its relationship with you. Out of the box you get Active, Inactive, Dormant, and On hold — rename or replace them with whatever your business actually says. Statuses are the primary way you segment and filter companies, so choose a set that reflects how your business actually thinks about accounts. You can add, rename, reorder, and retire statuses here. Each status also carries a Counts toward client health toggle — turn it off and companies on that status are left out of health scoring entirely, clients included (no score, no at-risk alerts). Inactive and Dormant ship with it off. The toggle disappears while client health is switched off for the organization (System → Health scores); the values are kept and come back when scoring is switched on.
Types#
Types classify what kind of organization a company is — Client, Partner, Vendor, Competitor, and so on. Type is independent of status: an organization can be an active client and a vendor at once, depending on how you model it. Each type carries a Counts as a client for health toggle: companies with a type that has it on get a client health score. Only Client ships with it on. Partner, Vendor, Competitor, Prospect and the rest are off, and a type you add starts off, so prospects you log calls against never turn up in the at-risk list. Turn it on for Partner (or one of your own types) if you want those companies scored too. A company without a client type is still scored when it has an active lifecycle or an agreement in force. Like statuses, the toggle is hidden while client health is switched off for the organization.
Industries#
Industries capture the sector a company operates in — Manufacturing, Healthcare, Professional services. Industry is useful for segmentation, reporting, and tailoring how you serve different verticals.
Activity outcomes#
Companies → Settings → Activity outcomes defines what "what happened?" can mean for each kind of activity. Calls and meetings ship with a starter set; add your own, rename them, recolour them, or deactivate the ones you don't use.
Every outcome belongs to one activity type, so a call can never be marked "No-show" and a meeting can never be marked "Voicemail".
Each also carries a category — connected, not connected, positive, negative, or terminal. The category is what reporting counts, so connect rate keeps working after you rename "Connected" to something your team actually says. Built-in outcomes let you change the name and colour but keep their category, because the numbers depend on it.
Three optional effects turn an outcome into an action:
- Also tag the contact — point "Do not call" at your do-not-contact tag and it applies itself. Outbound blocks then skip that person automatically.
- Also set contact status — for when someone should stop appearing in your default lists.
- Also set lead status — HubSpot's field on the contact. Out of the box, "Disqualified" sets Unqualified, so the client's HubSpot sees the same ending you recorded.
A terminal outcome does one more thing on its own: it completes every open follow-up and task on that person — from any block, the record, or HubSpot — so they leave every queue for good. The outcome's row says Closes open work.
Prefer a tag for why you stopped and a status only for hide this person by default. A status carries no reason with it.
An outcome that has already been recorded on activities can't be deleted — deactivate it instead, and history keeps its meaning.
Custom fields#
The Custom fields tab adds your own fields to every company. See Custom fields for how to set them up.
Why taxonomy matters#
Every status, type, and industry becomes a filter, a saved-view dimension, and a reporting axis. A tight, well-named taxonomy makes the whole product sharper:
- Cleaner filters and saved views (see Views & bulk actions).
- More meaningful dashboards and reports.
- Consistent data as your team grows.
Change taxonomy thoughtfully once you're live — renaming a status is safe, but removing one that companies still use affects those records. AspirePro guides you through the implications when you retire an option.
Related settings#
- Document tags (used on the Documents tab) are managed under System → Document tags.
- Contact statuses, types, and tags have their own Contact settings.
- Pro Card types and tags are the last two tabs here, Pro Card types and Pro Card tags (they need the Pro Card settings permission; see Pro Cards).