Companies: Group Contacts by Organization
What Companies are
A Company record groups the contacts that work for the same organization, with its own custom fields. It gives you an account-level view on top of individual contacts.
Where to find it
Open Sales and choose Companies.
Add a company
Click New company, fill in the details, and save. You can then link contacts to it so everyone at that organization sits under one record. Use the search box to find a company once you have a few.
Good to know
- Companies carry their own custom fields, separate from contact fields.
- Link a contact to a company from the contact record or when you create the company.
- Filter your pipeline by company to see account-level activity.