Help Center / Contacts and CRM /
Companies - creating and managing
Company records group related contacts under one organisation, so a client company with multiple team members, billing contacts, and project leads all connect to a single company record. Viewing the company shows every linked contact alongside their combined projects, invoices, and communication.
Core fields on a company record
Each company record includes: company name, website, industry, address, notes, and custom fields. The company name is the primary identifier in the contacts list and across linked records. Industry and address provide context for filtering and segmentation, and custom fields extend the record with any data specific to your business.
Linking contacts to companies
Contacts are linked to companies through the company field on each contact record. When a contact is linked, they appear in the company's People tab, and the company name shows on the contact's detail page. Multiple contacts can be linked to the same company, so an organisation with a project manager, a finance contact, and a team lead all connect under one company record.
When companies are useful
Companies are especially valuable for B2B work, where projects involve multiple contacts from the same organisation. Instead of tracking each contact's invoices and projects separately, the company record rolls everything up into one view. A company record combines the projects, invoices, proposals, and conversations from every linked contact, which means viewing one company shows the full commercial relationship across all its team members.
