Companies

Companies represent the organizations you do business with.

Company List

Access companies from Companies in the sidebar. View:

• Company name and industry
• Primary contact
• Active deals and projects
• Revenue information

Creating Companies

1. Click New Company
2. Enter company details:
   • Company name
   • Industry and size
   • Website and contact info
   • Address
3. Click Create

Company Profile

Each company includes:

• Overview — Key company information
• Contacts — People at the company
• Deals — Sales opportunities
• Projects — Active work
• Activity — Interaction timeline
• Files — Related documents

Managing Companies

Adding Contacts

1. Open the company
2. Go to Contacts tab
3. Click Add Contact
4. Create new or link existing contact

Tracking Deals

• View all deals with the company
• See total pipeline value
• Track win/loss history

Company Hierarchy

For enterprise accounts:

• Set parent/child company relationships
• View consolidated activity
• Track across subsidiaries

Company Insights

The company profile shows:

• Total revenue from deals
• Number of active projects
• Last interaction date
• Relationship health

Best Practices

• Complete company profiles fully
• Link all relevant contacts
• Track all deals under the company
• Document key account information