What is a company?
Represents an organization. Companies group contacts, deals, and activities under one account so you see everything in one place.Key fields
- Name and domain (recommended for matching new leads automatically).
- Notes and custom properties for structured data.
- Linked contacts, deals, tasks, and tickets for context.
Creating and updating
- Add companies from Companies -> New Company. Include the primary domain to auto-link future contacts.
- Import from CSV (name + domain) to bulk add; review duplicate suggestions before confirming.
- Edit a company to manage contacts, deals, notes, and properties in one view.
Good practices
- Keep one canonical domain per company to avoid duplicates.
- Attach key contacts so ownership for deals and support is clear.
- Use structured properties for reporting; reserve notes for quick context.
Common workflows
- Auto-attach inbound leads to a company based on their email domain.
- View all deals and tickets for an account to prepare for calls or renewals.
- Trigger automations when a new company is added or when plan tier changes.