Manage Companies

Written By Miro Flemke

Last updated About 1 month ago

What are companies?

Under "Companies," you can manage your customers, prospects, and business partners. Each company has master data, linked contacts, and an overview of all ongoing and closed deals.

Create a company

  1. Click on "Create Company."

  2. Enter the company name (required field).

  3. Optional: Add the industry, website, phone number, and email address.

  4. Optional: Enter the address.

  5. Optional: Add notes.

Search for a Business

A search field is available on the company overview page. You can choose between two search modes:

  • Contains: Finds businesses whose name contains the search term

  • Exact: Finds only companies that match the search term exactly

You can also filter companies by labels.

Assign labels — individually or in bulk

You can use labels to categorize your companies as you see fit—for example, by industry, priority, or support status. Each label has a name and a color and is displayed directly in the list.

You can assign labels in two ways:

  • Individually: Right-click on a company in the list—in the menu, you can assign labels, remove them, and create new labels with colors.

  • In bulk (mass editing): Select multiple companies using the checkboxes at the beginning of each row. In the bar that appears at the top, click on “Labels.” In the dialog box, decide whether to add or remove the selected labels from all selected entries. Existing labels are retained when adding new ones—no duplicates are created.

Bulk editing of labels works the same way in the lists for contacts, leads, and deals.

Edit Master Data

In a company’s detail view, you can edit all fields directly. Changes are saved automatically.

Available Fields

Company Name *

Required field, max. 255 characters

Industry

e.g., IT, Consulting, Manufacturing

Website

Company URL

Email

General company email

Phone

Phone number

Address

Street, ZIP Code, City, State, Country

Notes

Free-text field for internal notes

Link contacts

You can assign contacts directly to a company:

  1. Open the company’s details view.

  2. In the Contacts section, click "Link Contact."

  3. Search for the desired contact using the search field. Contacts that are already linked are hidden.

  4. Optional: Assign a role and specify whether this contact is the primary contact.

You can unlink existing contacts at any time. Linked contacts are displayed with their name, role, and primary contact status. A contact can also be linked to multiple companies.

Linked Data

In a company’s detail view, you’ll automatically see:

  • Contacts: All assigned contacts with their roles and the linking dialog

  • Deals: All open and closed deals for this company

  • Projects: All projects linked to the company—visible in the new “Projects” tab in the activity timeline of the detail view. Projects are assigned, among other ways, via the “Customer” column in the project overview.

  • Activities: All activities assigned to this company

  • Files: Documents and files

  • Created by: Who created the company and when

Files

You can add files to a company. Uploads and deletions are automatically logged in the timeline.

Delete a company

You can delete a company from the details view. Deleted companies are moved to the trash and can be restored.

Permissions

To view, you need "View CRM." To create, edit, and delete, you need "Manage CRM."