Companies and People are the accounts and contacts in your Wyra CRM. Most arrive from your campaigns on their own, and each record shows everything that has happened with that person or company.
Where records come from
When a campaign prospect has a valid email address and isn't disqualified, Wyra adds them to People and adds their company to Companies. Prospects without a valid email stay in Interactions only.
| Source | Meaning |
|---|---|
| Wyra | Selected by Wyra from its own database for one of your campaigns. |
| List | From a campaign you built from your own list of companies or people. |
| Form | Filled in one of your lead capture forms. |
| Manual | Added by someone on your team. |
A person from a campaign is owned by the teammate whose AI SDR reached out to them. You can change the owner on the record at any time.
One record per person and company
Wyra checks before it adds anyone, so each person and company is entered once:
- People are matched by email address. If someone with that email is already in your CRM, Wyra updates their existing record.
- Companies are matched by their website domain, then by their LinkedIn page. A prospect from a company you already have is linked to that company.
- Wyra fills in blank details but never overwrites a value your team already set.
The People tab
CRM → People lists everyone in your CRM: name, emails, company, job title, phones, LinkedIn, city, lifecycle stage, lead status, source and creation date. Search, filter, sort and choose which columns to show. You can change lifecycle stage and lead status right in the table.
| Field | Values |
|---|---|
| Lifecycle stage | Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, Evangelist or Other. |
| Lead status | New, Open, In progress, Unqualified, Attempted to contact, Connected or Bad timing. |
People from campaigns arrive with these blank. Set them as the conversation moves on. To add someone yourself, click New Person.
A person's record
The fields are on the left. Click any field to edit it. On the right are the tabs:
| Tab | What it holds |
|---|---|
| Activity | A timeline of everything that happened, with views for Email, LinkedIn, Calls, Tasks, Events and Meetings. Emails and LinkedIn messages Wyra sent, and the replies, are here in full. |
| Opportunities | Opportunities at this person's company. New opportunity starts one with them as point of contact. |
| Notes | Your team's notes on this person. |
| AWS Insights | Send the person to AWS Partner Central with Enrich with AWS and see what AWS knows about the account. See Sharing opportunities with AWS Partner Central. |
For someone from a campaign, Open in Interactions opens the same conversation you'd see in Interactions. Reply there, and the reply shows on their CRM record too.
The Companies tab
CRM → Companies works the same way, with name, domain, industry, account owner, address, LinkedIn, created by, creation date and employees. Click New Company to add one. A company's record has four tabs:
- Activity: changes to the record over time.
- People: everyone linked to the company. People you add here are linked automatically.
- Opportunities: opportunities with the company, and New opportunity to start one.
- Notes: your team's notes on the account.
Deleting records
Select rows and click Delete, or use Delete on the record. Wyra asks you to confirm first. Only Org Admins and CRM Managers can delete.