Companies

Companies represent the organizations behind your deals — accounts, prospects, partners. Keeping them tidy gives every deal the right context.

Create a company

1. Open CRM → Companies and choose New company.
2. Enter the company's details (such as name and website). You can open a company's website directly from its record.
3. Add any custom fields your team has defined (see Custom fields), and set an owner if you assign accounts to specific people.
4. Save. From the company record you can open the full record to see everything associated with it.

Working with companies

A company ties together the deals and contacts related to it, so you can see the whole relationship in one place. Assigning an owner makes it clear who's responsible for the account, and custom fields let you capture the details specific to how you sell.

Tip: because CRM shares the contact database, the people at a company are the same contacts your marketing and support teams already work with.