COMPANY: Understanding Companies

What is a Company?

A Company, in it’s simplest form, is a collection of Contacts. 
A Company can include only one Contact, or it can include hundreds, or anywhere in between.
A Company can have Notes, Events, and Goals added to it, similar to individual Contacts. 
This allows you to track and save information related to a Company, separate from the Contacts (in the event that the assigned Contacts change later). 
Additionally, Contacts can be added and removed from Companies freely. Assigning Contacts to Companies allows you to more easily keep track of communication and metrics related to these Contacts.

How to create a Company

To create a new Company, you will want to navigate to CRM–>Contacts–>Companies, and click the + button at the top of the “Manage Companies” table.

From there, you will be presented with a form which you can fill out with all of the new Company’s appropriate information, as well as assign associated Contacts. The only required field for this form is Company Name.
You can add as many or as few Contacts to a single Company as you like. If you don’t have any existing Contacts already created, you can “quick add” a Contact using "Add Contact" button under the “Choose Associated Contacts” field.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us