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CRM Companies
Navigating to CRM > Companies displays a comprehensive 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.
Company Detail View
Opening a company record reveals its name, industry, and employee size badge at a glance. To help you manage your accounts efficiently, the detail page is organized into three dedicated tabs: Overview, Contacts, and Activities.
Linking contacts to companies
Industry, Size, and Revenue
The Industry field is completely free-text, giving you the flexibility to use terminology that perfectly matches your specific market. Instead of being restricted to broad, preset categories, you can define industries exactly as your business understands them.
Annual Revenue — 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.
Linking contacts to companies
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 segmentation 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.