Introduction to Companies

What are Companies?#

A Company record represents an organization you work with — a customer, prospect, partner, vendor, or reseller. Companies is a core module, listed in the left sidebar under Sales. Open Companies to see them all.

What you can do#

Tailor the fields — set your own Industry and Type options before you start.
Create company records — with owner, website, phone, address, size, and revenue.
Work from the detail page — see everything about a company and its full activity timeline.
Link related records — connect deals (and other records) to the company they belong to.
Find and manage — with saved views, filters, board views, and import/export.

ℹ️

Quotes, Invoices, and Payments each have a built-in Company field, so financial records tie back to the right organization automatically.

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