CRM Companies

What it does

CRM Companies lets you group contacts under their parent organisations. Each company can have multiple contacts, deals, and activities linked to it, giving your team a complete view of the relationship.

Key actions

• Create company records with industry, size, and website
• Link contacts and deals to companies
• View all activity across a company's contacts
• Track company-level notes and communication

Getting started

Go to CRM > Companies. Create a company record and then link your contacts and deals to it.