The Customers and Contacts pages list the companies and people who write to you. Open a company to see every request from its people, or press Cmd/Ctrl + K to find a company or person fast.
The Contacts list has a search box below the filters. Type a name or email address, and the list narrows as you type. If nothing matches, it shows "Nothing was found".
Open a company to see the requests of everyone who works there. Requests sit on the left, and the Linear issues and projects linked to them on the right.
Every company record has a fixed set of built-in properties:
Property | Description |
|---|---|
Status | Lifecycle stage you assign to the company |
Tier | Pricing or plan tier |
Owner | Team member responsible for the account |
Revenue | Revenue figure you track for the company |
Size | Company size |
Logo | Company logo shown across Productlane |
These properties are stored in Productlane, editable from the company page, and usable as filters in views and segments.
To show other data, like live usage, a Stripe plan, or an impersonation link, set up a Connector. Connectors fetch data from your own systems and show it on threads, contacts, and companies.
A thread does not need a contact before you can link it to a company. On a thread that has no contact yet, open the customer selector and search for the company. The same box also lists matching people. Pick the company and the thread is filed under it right away.
Once a thread has a contact, its company follows that contact instead, so the direct company picker only shows while the thread has no contact assigned.
Each company can have one or more email domains associated with it. When a new contact writes in from an address that matches a domain on a company, Productlane automatically links that contact to the correct company.
If your customer uses several email domains (for example, a parent company and a subsidiary, or a regional domain), you can add all of them to a single company record:
Open the company.
Click the ⋯ menu in the top bar and select Edit.
Add each additional domain in the Domains field.
Save the changes.
From then on, contacts from any of those domains join the same company, so no duplicate company records appear.
A contact can belong to several companies, such as a consultant who works with more than one of your customers. Open the contact to see their companies. Click Add customer to add one, and make any of them Primary. The primary company shows wherever only one company fits.
Removing a company from a contact removes only that link. Moving a contact to a new company also moves the threads still linked to their previous company.
On the Contacts and Customers list pages, use the Synced with filter to narrow records down by where they came from: Productlane, Attio, HubSpot, Intercom, Zendesk, or Productboard. This is useful for seeing which contacts or companies originated from a connected integration versus were created directly in Productlane.
If a contact or company is linked to Attio, you can jump straight to the matching record with the Open in Attio option in the ⋯ menu.
When you have duplicate company records you can merge them into one. The merge combines everything from the source company into the target company and then deletes the source.
Open the company you want to keep (the target).
Click the ⋯ menu in the top bar and select Merge.
In the dialog, search for and select the duplicate company (the source).
Use the switch button to swap which company is the source and which is the target if needed.
Review the preview of the merged properties, requests, contacts, and upvotes.
Type merge in the confirmation field and click Merge companies.
Threads and upvotes: all threads and upvotes from the source move to the target.
Contacts: all contacts from the source move to the target.
Properties: the target's existing values are kept. Only empty fields on the target (status, tier, owner, revenue, size, logo) are filled from the source.
Domains and external IDs: combined from both companies, without duplicates.
Linear customer: if both companies are linked to different Linear customers, Productlane also merges them in Linear so customer needs carry over.
After the merge the source company is permanently deleted. This action cannot be undone.
Tip: After merging, check the combined domain list on the surviving company, so the same duplicate does not come back.
You can also merge companies programmatically via the v2 API:
POST /api/v2/companies/{id}/mergePass the source company ID in the request body as source_id. The path {id} is the surviving (target) company. Requires the companies:write scope. See the API reference.
The same operation is available through the MCP server. Connect an AI agent with the companies:write scope and ask it to merge the two companies by name or ID.