Help guides

Manage companies

Companies group the organizations you work with alongside their contacts and deals.

Create or edit

Open CRM → Companies. Choose New Company, enter the company details and save. Open an existing company to inspect its related records or edit it.

Link records

Choose the company on a contact or deal to link it. A company record and a person’s contact record are separate records; changing one does not turn it into the other.

Permissions

Admins, managers and members can create and edit companies. Deleting requires admin or manager access. Review related records before deleting.

Reviewed against the application on September 11, 2026. Available actions depend on your role and workspace configuration.