Companies are nothing but business entities related to the contacts a salesperson interacts with. You can find all Contacts related to any Companies listed on its detail page, as well as any notes, activities, or actions performed on any Contacts/ Deals related to the Companies.
- Multiple contacts can be associated with a company.
- Companies can also be associated with Activities and Deals.
- Organizations are profiles holding long-term information, e.g., company websites and addresses.
Tip: If you need additional fields to document e.g., job titles and mailing addresses, Click Here to learn how to create custom fields.
How to Add Companies
Companies can be added to the system through various methods:
- Company > Add Company ( Company Listing Page )
- Contact > Edit
- Activity > Company > Create New Company (Quickly create a Company)
- Deal > Company > Create New Company (Quickly create a Company )
- Quick Add
Tip: A company can be created by the shortcut key c,c(cc).
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