What Are Companies?
Companies represent the organisations your contacts belong to. Linking contacts to companies lets you see the full relationship — all people at a company, their conversations, and any deals in progress.
Creating a Company
- Go to Contacts → Companies (or the Companies menu item in the sidebar).
- Click New Company.
- Enter the company name, website, industry, description, and any custom attributes.
- Click Save.
Linking Contacts to a Company
Open a contact profile and find the Company field. Search for the company and select it. A contact can belong to only one company.
Alternatively, open the company record and click Add Contact to link existing contacts in bulk.
Company Profile
The company profile shows:
- Details — Name, website, industry, description, custom attributes.
- Contacts — All people linked to this company.
- Conversations — All conversations involving any linked contact.
- Notes — Internal notes about the company.
- Leads / Pipeline — Active deals associated with this company.
Custom Attributes for Companies
Go to Settings → Custom Attributes → Companies to add fields like "Annual Revenue", "Contract Start Date", or "Account Manager".
Filtering and Searching
On the Companies list page, use the search bar and filters to find companies by name, industry, or custom attribute values.
Importing Companies
Companies can be imported via CSV from the Import button on the Companies page. Required column: name. Optional: website, description, industry.