Companies

Companies represent the organizations you do business with. Link contacts, track deals, and manage invoices at the company level.

Creating a Company

1. Navigate to CRM > Companies.
2. Click New Company.
3. Fill in the details:
   • Name — Company name.
   • Industry — The company's sector.
   • Website — Company website URL.
   • Phone — Main phone number.
   • Address — Physical address.

Company Detail View

Click on a company to see its full profile, organized into tabs:

• Overview — Company details, key contacts, and summary information.
• Activities — Timeline of all interactions and updates.
• Deals — All deals associated with this company.
• Notes — Company-level notes and memos.
• Tasks — Tasks related to this company.
• Invoices — Invoices issued to this company.
• Quotes — Quotes sent to this company.

Company-Contact Relationships

Each company can have multiple contacts. When viewing a company, you'll see all associated contacts and can quickly navigate to their profiles.

When creating a new contact, you can link them to an existing company or create a new company in the process.