Company ownership and the account executive book

Every Account Executive can read the entire company list, but works a defined book of business — the accounts they own or co-own. Understanding how Current decides who owns a given company (and therefore who can act on it) avoids a lot of confusion when a claim or an edit doesn't go the way someone expects.

A company can have exactly one primary owner at a time — normally the Account Executive who's building the relationship. It can also have any number of co-owners, added by sales leadership when more than one person needs full access to an account (a hand-off in progress, a team-sell situation, and so on). Both the primary owner and any co-owners get full visibility and can act on the account; the primary-owner designation is what shows up as "Account Manager" wherever that appears.

A company with no assigned owner and no active contract sits in what Current calls the unowned pool — visible to every Account Executive, first-touch-wins. Any AE can open it and claim it directly from the company record: a "Claim this company" button appears right in the hero band whenever a company is unowned and not yet a customer.

1. 1
   Find an unowned prospect

   On the Companies list, switch the filter to Unowned to see only claimable accounts.
2. 2
   Open the company record

   Review the account before claiming it — activity history and any existing notes carry over.
3. 3
   Click Claim this company

   You become the primary owner immediately. If someone else claims it first, you'll see who got there ahead of you.

This is enforced at the database layer, the same way every other tenant boundary in Current is — it isn't just a filter on the page. Reading any company in your own workspace is allowed by design, but an Account Executive genuinely cannot edit their way into another AE's account or claim a customer they don't own; the server refuses the write. See "Sales Manager vs. Account Executive: who sees what" for the full side-by-side, and "Roles & permissions: who sees what" for how this fits the rest of the role model.

Only sales leadership can move an already-owned company from one Account Executive to another, or add a co-owner. An AE can't reassign their own accounts to a teammate directly — if a hand-off is needed, ask a Sales Manager or Tenant Admin to make the change.

Tick the boxes on the Companies list and a bar appears above the table with everything you can do to the whole selection, up to 200 companies at a time. Assign owner is still there for leadership. Tags adds one tag to every selected company, or removes one from all of them. Add to list puts the selected companies' active contacts with an email address onto a saved list — pick an existing static list or make a new one — and tells you how many people that is before you confirm. Delete removes companies that live only in Current.

• ＋Account Executives can select companies too. Their bar offers Tags and Add to list, and it works on their own book: the summary line says how many of the selected companies are outside it, and those are skipped rather than changed. Adding to a list needs a list you created, unless you are sales leadership.
• ＋Delete is for sales leadership and tenant admins only, and it never touches a company that came from your PSA. Those rows are called out as "will be skipped" before you confirm; deactivate or delete them in your PSA and the next sync mirrors it. A company with a won deal, an open project, a HubSpot link, or a sync in flight is also left alone, and the result names each reason.
• ＋Every delete asks you to type DELETE, and it can't be undone. Each removed company is written to the audit log with who removed it and when, so an admin can always see what happened.