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Managing Companies

Updated August 11, 2026

Companies

Companies represent the organizations your contacts belong to.

Adding a Company

  1. Go to 🏢 Companies in the sidebar
  2. Click + Add Company
  3. Enter name, website, industry, phone, email, address, notes

Company Detail Page

Shows all contacts and deals associated with the company, plus an activity feed.

Linking Contacts to Companies

When adding or editing a contact, select a company from the dropdown. This links them together so you can see all contacts at a company and all deals with that company.


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