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.
Primary owner and co-owners
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.
The unowned prospect pool
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.
- 1Find an unowned prospectOn the Companies list, switch the filter to Unowned to see only claimable accounts.
- 2Open the company recordReview the account before claiming it — activity history and any existing notes carry over.
- 3Click Claim this companyYou become the primary owner immediately. If someone else claims it first, you'll see who got there ahead of you.
Who can see which companies
| Role | Companies visible |
|---|---|
| Sales Manager / Tenant Admin | Every company in the CRM |
| Account Executive | Every company (reading is workspace-wide); edits only companies they own or co-own, and can claim from the unowned prospect pool |
| Project Manager / Engineer (if given CRM access) | Every company, read-only — no financial detail, no deals |
| Partner | Never — the CRM is not visible to partners under any circumstance |
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.
Reassigning an owner
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.