Companies (B2B) — Account Records
Companies are first-class B2B records distinct from Contacts. One Company can have many Contacts (decision-maker, champion, billing, etc.); deals/invoices/tasks roll up to the Company level for account-based selling.
Steps
- Go to Companies (sidebar > Companies, or via the Account in any contact's detail).
- Click "+ New Company" — set name, domain, industry, employee count, annual revenue, and tier.
- On the company page: link existing contacts (or create new ones), see all related deals + invoices, and click "Generate AI Summary" for a brief.
- Use "Key Accounts" view to see your highest-value accounts with rolled-up deal totals.
Good to know
- When you set a Contact's "Company" field, they're auto-linked to the matching Company record (or a new one is created). This includes contacts created automatically by the email sync — the same auto-link runs.
- Filter the company list by type, tier, owner, or revenue.
- Companies inherit from Contacts for messaging — sending an email at the company level fans out to its primary contact.
- Backfill from contacts: top of the Companies page → "Backfill from contacts" walks every contact in the org with a company text but no Company row link, and creates/links the missing Company rows. Use this once after the email-sync auto-link fix landed if your Companies tab is empty even though contacts have a company set. Idempotent — safe to re-run.
Example: CRMown sells to Acme Corp via a champion (the VP Eng), with billing through their procurement contact and rollout coordinated with the IT lead. The Acme company record links all three contacts plus the $48K renewal deal and the open invoice — when the AE opens the company page she sees the full account at a glance and the Key Accounts view shows Acme is a Tier-1 worth $48K total deal value.