Companies

Companies are the organizations you do business with. Learn where the module lives and how it connects to your contacts, deals, and invoices.

Before creating companies, tailor the Industry and Type pick-lists (and other fields) to match your business in the Module Builder.

Add a company with its owner, website, industry, phone, address, and size — Company Name is required and must be unique.

Everything about a company in one place — its fields, quick actions, a full activity timeline, and its related records.

Connect deals and other records to a company using Assign (for existing records) or + New (to create one already linked).

Use saved views, filters, search, and board/grid layouts to work through your companies, and import or export in bulk.