CRM records
Create a company
Represent an organization for related people and sales.
How to do it
- Open Companies and choose New company.
- Enter the organization name, domain and any useful industry or billing details.
- Save, then link Contacts and Deals from their editors.
Check your result
Opening a Company should show its related records according to permissions.
Good to know
Use a consistent domain and name to help identify duplicate companies.
Still need help?
Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.
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