Companies: group your contacts by company

📍 Where to find it: Pipeline & contacts → Companies → All companies

Companies let you group several contacts under a single company (useful in B2B), with its own dedicated record: contact details, attached contacts, notes and custom attributes.

How it works

You create a company (name + web domain), then you attach contacts to it. The company record shows the list of its contacts, its history, its notes and its attributes. The list can be searched and sorted like the contacts list.

Step by step

1. Open "Pipeline & contacts → Companies → All companies".
2. Click the create button to add a company (name and domain).
3. Open the company record to view/add its contacts, notes and attributes.
4. Use search and sorting to find a company.

Good to know

• Filling in the web domain lets contacts with an email address on that domain be automatically associated.
• This view is mainly useful for a B2B business (selling to companies).