Companies & Organizations
Company records let you group contacts by organization and track the relationship at the account level.
Creating a company
Navigate to Companies in the sidebar and click + New Company. A company record stores the name, website, industry, and notes. You can also create a company directly from a contact record by typing a new company name in the Company field - the record is created automatically.
Linking contacts to a company
Open any contact and set the Company field. Search for an existing company or type a new name to create one on the fly. A contact can only belong to one company at a time.
The company detail view
Click any company to open its detail panel. You'll see a list of all contacts at that company, any notes on the company record, and a summary of where those contacts are in your pipeline.
For the Job Search template, a "company" is typically the employer. For the Creator CRM, it might represent a brand or agency you work with across multiple contacts.