ModulesCRM
Companies
Organize contacts by company and track organizational relationships.
Companies group your contacts by organization and provide a high-level view of your B2B relationships.
Creating Companies
- Navigate to CRM → Companies
- Click New Company
- Fill in: name, domain, industry, size, and address
- Click Save
Company Detail View
- Overview — Company information and key metrics
- Contacts — All people at this company
- Deals — Active and historical deals
- Activity — Aggregated activity across all contacts at this company
Linking Contacts to Companies
When creating or editing a contact, select their company from the dropdown. You can also bulk-assign contacts to a company from the contacts list.