CRM companies
Navigate to CRM > Companies to see a table of all your business accounts.
Companies represent the businesses and organizations you work with. If your contacts are the individual people you talk to, companies are the accounts those people belong to. Tracking companies gives you a clear picture of your business relationships.
Linking contacts to companies
Industry, size and revenue
The Industry field is free text, so you can define industries in whatever terms match your market instead of choosing from a fixed list.
Annual Revenue is a numeric field stored in dollars. This metric is highly useful for account prioritization, giving you a clear understanding of the relative size and potential value of the organizations you work with.
FAQ
Enforce consistent naming conventions. 'Google' and 'Google LLC' are treated as different records. Pick one format and stick to it.
Ensure you fill in the Industry and Size fields early when creating a company. This makes grouping and prioritization much easier later on.
Check your contact coverage on the Contacts tab. Relying on a single contact is risky if they leave. Aim for multiple contacts at important companies.
Log all activities directly from the company page's Activities tab. This keeps a chronological record of every interaction for your entire team to see.