Company Management and Configuration

A Company in your CRM groups the contacts who belong to the same organization, so you can see everyone you work with at one business in a single place. This guide shows you how to create a company, keep its details current, and link the right contacts to it.

Before you start

1. You need a role with access to CRM.
2. To link contacts, it helps to already have those contacts in your CRM.

Create a company

1. From the CRM menu, open Company.
2. Click New Company.
3. Fill in the details: Company Name and Domain are required; Team Size is optional.
4. Click Save.

Tip: Use the search and filters above the list to find a company fast once you have many of them. The list shows each company's Name, Domain, Team Size, linked Contacts count, and Created date.

View and edit company details

1. Click a company in the list to open its profile.
2. In the Company Information card, click Edit.
3. Update what you need — beyond name, domain, and team size you can add a description, address, phone number, website/maps link, and social profiles.
4. Click Save.

The profile also shows an Activity tab and a Timeline with who created the company and when it was last updated.

Link contacts to a company

1. Open the company, then go to the Contacts tab.
2. Click Add Contacts.
3. Search by name, email, or phone, then select the contacts you want to link.

Remove a contact or delete a company

To unlink a contact, open the company's Contacts tab and click the trash icon next to that contact, then confirm. This only removes the link — the contact itself stays in your CRM.

To delete companies, select one or more in the list and click Delete.

⚠ Warning: Deleting a company is permanent. The company and its details are removed and cannot be restored.