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Companies

How to create a company and link contacts to it

In Contacts › Companies, click New Company, enter the name and save. Then open each contact's record, choose the company in the Company tab (or under Associations) and save; you can also link several contacts at once.

Updated on

Before you start

  • You need access to Contacts.
  • Each contact can only be linked to one company at a time.
  • This is useful when you deal with several people from the same organization (for example, a supplier, a lab or a business customer).
Where to find it

Contacts › Companies › New Company

Step by step

Create the company

  1. In the left menu, click Contacts and open the Companies tab at the top.
  2. Click New Company in the top-right corner.
  3. Enter the Company Name (the only required field).
  4. Optionally, fill in phone, email, website, description and address (street, city, postal code, country).
  5. Click Save.
  1. In Contacts, click the contact's name to open their record.
  2. Open the Company tab (or Associations in the right panel).
  3. Search for and select the company.
  4. Click Save.
  1. In Contacts › Smart Lists, check the boxes for the contacts.
  2. In the action bar, choose the option to add them to a company and select the company.
  3. Confirm. You can track the result in Contacts › Bulk Actions.

View or remove a company's contacts

  1. In Contacts › Companies, click the company.
  2. Open the Contacts tab to see every linked contact.
  3. To remove one, click the trash icon next to the contact and confirm with Yes. The contact isn't deleted; it's just no longer linked.

Edit or delete a company

  1. In Contacts › Companies, click the three dots next to the company.
  2. Choose Edit Company (make changes and click Save) or Delete Company (confirm with Yes).

Tips

  • To link contacts automatically based on their Business Name field, an admin can turn this on in Settings › Objects › Company (automatically create and associate companies from contact business names).
  • Notes from all of a company's contacts appear together on the company record.
  • You can create custom fields for companies (for example, industry or number of employees) in Settings › Custom Fields by choosing the Company object.

Common problems

  • I can't add the contact to a second company → Each contact can only have one company. Change the company on the contact's record if they moved to another organization.
  • I deleted a company and its contacts lost their company → That's expected: deleting a company clears that field on its contacts but doesn't delete them. Create the company again and relink them.
  • The company doesn't show up when I search on the record → Make sure the company was created and saved in Contacts › Companies, and search for its exact name.
  • I have the same company twice → Link the contacts to the company you're keeping, then delete the duplicate.

Frequently asked questions

Does deleting a company delete its contacts?

No. Contacts stay in your database; they just lose the company link.

How do I see all the contacts at a company?

In Contacts › Companies, open the company and check the Contacts tab.

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