Managing Companies

Companies are the organizations your contacts work for. Grouping people by company helps you see the full picture of an account - who works there, what deals are open, and what has happened over time.

Opening the Companies List

1. Click CRM in the left menu.

2. Click Companies in the CRM navigation.

3. You see a table of all your companies.

Adding a New Company

1. Click the Add Company button at the top right.
2. The Add Company dialog opens.
3. Type in the company name. This is the only field you must fill in.
4. Optionally type in a description of what the company does.
5. Optionally type in the industry (like "Technology" or "Healthcare").
6. Optionally type in the number of employees.
7. Click Add Company at the bottom.

The company is now saved in your list.

Viewing a Company Profile

Click any company in the list. The profile page opens with three sections:

Record Details

Social media fields are hidden by default. Click Show all values to see them.

People

This shows all the contacts linked to this company.

• Click Link to connect an existing person to this company.
• Click the X on a person card to unlink them (the person is not deleted, just unlinked).

Deals

This shows all deals connected to this company.

• Click Link to connect an existing deal.
• Click the X on a deal card to unlink it.

Editing Company Details

1. Click a company to open its profile.
2. Click directly on any field value.
3. Type in the new value.
4. The change saves automatically.

Activity Timeline

Each company has an activity timeline with tabs:

Searching, Filtering, and Saved Views

The companies table works the same way as the people table:

• Search - Type in the search bar to find companies by name.
• Filter - Click the filter icon to add conditions (like "industry contains SaaS").
• Save View - Save your filter and sort settings for quick access later.

Bulk Actions

Select multiple companies with the checkboxes, then choose:

• Delete - Remove all selected companies.
• Tag - Add or remove tags on all selected companies.

Merging Duplicate Companies

If the same company appears more than once (for example, "Acme Corp" and "Acme Corporation"), you can merge them.

1. Open the company you want to keep.
2. Click the three-dot menu at the top.
3. Click Merge records.
4. Search for the duplicate and select it.
5. Review which fields to keep.
6. Click Merge records to confirm.

All linked people, deals, and activity from the duplicate are combined into the company you kept.

Deleting a Company

1. Open the company profile.
2. Click the three-dot menu at the top right.
3. Click Delete record.
4. Confirm the deletion.

Troubleshooting