Managing companies

Short answer: open CRM > Companies. There you search for organisations, create new companies, and manage existing ones. You link contacts to a company, so conversations come together per organisation.

Step by step

1. Open CRM in the menu and choose Companies.
2. Create a new company, or find an existing one with the search box.
3. Per company you manage the details and the linked contacts.

Good to know

Companies and contacts belong together: a contact is a person, a company is the organisation that person belongs to. By keeping both up to date, you see not only who you're talking to, but also on whose behalf.

For a company, only the name is required. Two things to know: you can't delete a company while contacts still belong to it (including archived ones), so detach or remove them first. And archiving a company doesn't unlink its contacts: they stay active and keep pointing to the archived company.

Also searched as

"add a company", "manage organisations in the crm", "look up a customer company", "link contacts to a company"

See also

• Managing contacts
• How the CRM and your conversations fit together