Companies let you group contacts, estimates, and invoices under one business. With Operations, companies also connect to their contacts' deals, events, and tasks.
Creating a Company
1. Click the New Company button.
2. Enter the company details.
Company Page Overview
Once created, each company has its own page.
Details Section
Shows the company name, address, email, and phone number.
Edit it from the pencil icon or the ... menu.
Associated Contacts
See every contact linked to the company.
Add a contact to a company
Open the selected company.
Click +Add in the contacts section.
Remove a contact from a company
Click the ... menu beside the contact.
Select Remove Association.
Estimates & Invoices
View all Estimates and Invoices tied to the company’s associated contacts.
Activity & Chat History
View activity and chat history for the company’s associated contacts.
Operations-only features
With the Operations add-on, the company page becomes a shared record for all linked contacts.
This feature requires the paid Operations add-on.
Deals, Events & Tasks
View all linked Deals, Events, and Tasks for associated contacts.
Tags
Add tags to organize and filter companies. Learn more about Tags >
Notes & Files
Notes: Add internal notes to the company record. These can be edited anytime.
Attach files directly to notes for easy reference.
Files: Upload relevant photos, PDFs or other files to your company.
FAQ
Why aren't linked records showing on the Company Page?
Linked records appear through the company’s associated contacts. If a contact is linked to an estimate, invoice, or deal, that record appears on the company page once the contact is associated to the company.
Current or past Estimates and Invoices may not update automatically. If they do not appear, update the contact on the document.
