Companies

Companies are the business accounts you sell to or work with. Keep all the details about each organisation in one place, then link the people, deals and customers that belong to it.

Add a company

1. Go to CRM → Companies.
2. Click New company.
3. Fill in the details:
   • Name of the business
   • Industry
   • Website
   • Phone
   • Address
4. Click Save.

Tip: Add the website and industry now — they make companies much easier to find and filter later.

Add contacts to a company

1. Open the company from the list.
2. Go to the Contacts tab.
3. Click Add contact and enter their name, email and phone.
4. Save. The contact is now linked to this company.

Link related deals and customers

From the open company you can see and connect everything tied to that account:

• Deals — open the Deals tab to add or view sales opportunities for this company.
• Customers — open the Customers tab to link the people you deal with there.

This gives you a single view of the whole relationship: who you talk to, what you're selling, and where each deal stands.

Next step

Customers →