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Companies

Companies works like the Contacts list: the same filters, saved views, resizable and reorderable columns, right-click menu, and Export. There is no Import for companies; contacts imported from a LinkedIn connections file create or match their employers for you (see Import).

Use + New on the list, the top bar’s New menu, or the 2 shortcut. See Create a record.

  • Left: the company’s details and an Owner picker.
  • Right: Related Contacts and Related Deals — everyone and every deal linked to this company.
  • Center: the same tabs as a contact — Conversations, Tasks, Calendar, Notes, and Files — with a single Recent activity feed in place of the contact’s Focus / History split.

A contact links to its company through the Company field on the contact; the company cell on the Contacts list opens the company page.