Companies¶
Why this matters¶
In B2B sales, the business isn't with a person — it's with a company that has several contacts involved. The Companies module lets you group contacts by the organization they belong to, see the aggregated account history, and report by client company in addition to by person.
For businesses that sell to end consumers (B2C), Companies can be optional — but it's still useful to distinguish personal contacts from corporate ones.
Create a company¶
- Sidebar → Companies → Create.
- Fill in the required fields:
- Legal name — the full registered name, exactly as it appears on official documents.
- Country — where it's incorporated.
- Fill in what applies:
- Doing-business-as (DBA) name if different.
- Industry (tech, retail, manufacturing, services, etc.).
- Size (employee count, annual revenue).
- Tax / Business number by country.
- Official address, Website, Main phone, General contact email.
- Save.
The system assigns a folio (for example COM042) so you can reference it quickly.
Link contacts to the company¶
A company is useful when you assign contacts to it:
- From the contact: open the contact → Edit → Company field → search and pick.
- From the company: open the company → Contacts tab → Add existing contact or Create new.
A single person can be linked to one company at a time (their current employment). If they change companies, you update the contact's Company field.
The company detail¶
When you open a company you find:
- Summary — logo, name, folio, industry, website, side column with key data.
- Legal and fiscal data.
- Address.
Related tabs:
- Contacts — every person linked to this company.
- Leads — active opportunities with this account.
- Cases — every support ticket from the account.
- Quotes and Invoices — aggregated financial history.
- Comments — internal notes about the account.
- Activity timeline.
This gives you the 360 view of the account: all the business with that company on a single screen.
Edit and delete¶
Same as contacts: Edit (upper-right of the detail) changes data; Delete uses soft-delete and an administrator can restore.
Watch out for¶
- Don't duplicate companies. Before creating, search by name. Long commercial names especially get typed differently every time (with/without "S.A. de C.V.", with/without "Inc."). If you find a duplicate, use Find duplicates to merge them.
- If a contact leaves the company, don't delete the contact — unlink the Company field and add a history note. The contact may reappear years later at another company.
- The legal name must be exact on invoices. If the registered name is "Construcciones del Norte, S.A. de C.V." and the invoice says "Construcciones del Norte SA", there can be collection or accounting problems.