Companies
Companies represent the organizations you do business with, grouping their contacts, deals, and history.
#What it is
A company record ties together every contact, deal, project, and support interaction connected to that organization.
#Key capabilities
- Group contacts under one organization
- See all deals and projects for a company
- Track the full company relationship
- Keep company details current
#How to use it
1
Create the company
Add the organization to CRM.
2
Attach contacts
Link the people who work there.
3
Follow the relationship
Review deals, projects, and support in one view.
Tip
Use companies to see the bigger picture when several contacts belong to the same account.
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