Companies

Use Companies to manage the organizations you sell to and serve. Keep company data accurate, track engagement, and associate contacts, opportunities, tasks, and lists.

Why use Companies?

• Central reference for organization data and relationships
• Track engagement across emails, tasks, and meetings
• Associate contacts and opportunities to see full context
• Enrich with custom fields and segment for targeting

What’s Included with Companies?

• Companies table and profile for searching, filtering, and editing records
• Default fields (name, website, address, lifecycle, UTM, source, social URLs, etc.) and support for custom fields
• Engagement fields (last activity, campaign interactions, last contact)
• Associations to contacts, opportunities, and tasks
• Activity logging for notes, emails, calls, meetings, and tasks
• Find Accounts to discover and add local businesses in bulk

How to Use Companies

View and manage companies

1. Go to CRM > Companies.
2. Search, sort, and filter the table to find the right records.
3. Click a company to open the profile and edit details, review engagement, and manage associations.

Log activity on a company

1. Open a company profile.
2. In the activity area, choose the activity type: note, email, call, meeting, task, or more.
3. Add details, outcomes, and follow-up tasks as needed.

Associate contacts and opportunities

1. From a company profile, associate related contacts and opportunities.
2. Use associations to get full context when communicating and forecasting.

Discover companies with Find Accounts

1. Go to CRM > Companies and click Find Accounts.
2. Search by business type and location, select new businesses, and click Create companies.
3. Open View companies to work your new list.

Optional: Lead Scoring

If enabled, configure scoring criteria in Administration > Score and use the score to prioritize outreach in the company table.