Companies

Companies are the organizations your contacts work for and your deals belong to. Use this page to add companies, keep their details current, and see everything about an account in one place.

Add a company

1. Go to CRM → Companies.

2. Select Add company.

3. Enter the Company Name. It is the only required field.

4. Optionally add the Domain (for example, example.com), Industry, Employees, Annual Revenue, and Description.

5. Select Create.

Find companies

• Type in Search companies... to find a company.

• Use Group by to group the list by Industry or Owner.

Work on a company

Select a company to open its page. You can rename it by editing the title. The header offers New deal and Delete company. Deleting a company can't be undone.

Tab	What you see
Overview	The description, a summary, CRM signals, the company's contacts, and recent activity.
Tasks	Project tasks linked to this company.
Emails	Synced email conversations with people at this company.
Meetings	Meetings with people at this company.
Calls and Notes	Calls and notes you logged.
Deals	Deals for this company, with stage, amount, owner, and close date.
Support	Support conversations, which you can filter by status.

Edit company details

The details panel on the right lets you edit these fields. Changes save automatically.

Field	Description
Domain	The company's website domain.
Industry	The company's industry.
Employees	Number of employees.
Revenue	Annual revenue.
LinkedIn	The company's LinkedIn page.
HQ	Headquarters location.
CS owner	The workspace member responsible for customer success, or Unassigned.

The panel may also show enrichment details and the records linked to the company.

Link contacts and deals

On the Overview, Deals, and other tabs, you can search for an existing record and link it to the company. When you link a company to a deal, the company becomes that deal's customer. Helpin asks you to confirm before it replaces an existing customer. See Associations.

Related articles

• Contacts

• Deals

• Linked tasks