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Companies

Companies let you group leads by their employer/organization. This is especially useful for B2B sales where multiple contacts work at the same company.

What is a Company?โ€‹

A company record stores:

FieldDescription
NameCompany / organization name
DomainWebsite domain (e.g. acme.com)
IndustryIndustry or sector

Creating a Companyโ€‹

From the Companies resource:

  1. Go to Companies in the sidebar.
  2. Click New Company.
  3. Fill in: Name (required), Domain, Industry.
  4. Click Save.

Inline from a lead form: When creating or editing a lead, type in the Company field and either select an existing company or click Create to create a new one on the fly โ€” without leaving the lead form.

Associating Leads to a Companyโ€‹

Every lead has an optional Company field. Set it when creating or editing the lead.

Multiple leads can be associated with the same company. This is useful for tracking all contacts at an account.

Viewing Leads by Companyโ€‹

When you view a company record, all leads associated with it are listed in the Leads relation table at the bottom of the page.

Editing and Deleting Companiesโ€‹

  • Edit: Click the edit icon on the company row, or open the company and click Edit.
  • Delete: Click delete and confirm. Associated leads are NOT deleted โ€” their company association is removed.

Filtering Leads by Companyโ€‹

On the leads list, use the Company filter to show only leads associated with a specific company.

Tipsโ€‹

  • Import leads with a company column in your CSV โ€” the importer creates company records automatically.
  • Use the domain field to de-duplicate companies that may be entered with slightly different names.
  • When a lead fills out a form, the company field from the form can be mapped to the lead's company.