Create and update a company

How to add a new company and edit company details.

Companies represent the organizations tied to your contacts and deals. You can create a new company from the Companies page or update an existing company's details directly from their record.

Create a new company

1. Go to Sales → Companies.

2. Click + Add company.

3. Enter the company's information: company name and company website domain. Both fields are required.

4. Click Create.

See your newly added company in your Company list.

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Update company details

1. Go to Sales → Companies.

2. Click the company you want to update.

3. Use the Details panel on the right side of the screen to make field changes.

4. Make your update, then click outside the field or press Enter to confirm.

The update saves automatically and reflects immediately across linked deals, contacts, and activity.

Companies info field reference

• Name: The name of the organization as it appears across your account.

• Domain: The company's website domain. This is required and must be unique. It helps with recognition and linking across records.

• Primary contact: The main point of contact for the company. Select from your existing contacts.

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FAQ

Can I create a company without a website? No. A company website is required to create a company record. Each company must have a unique website domain.

Can two companies have similar websites? Yes, as long as the domains are different. For example, a company with a .ca domain and one with a .com domain are treated as two separate companies.

Can I delete a company? Yes. You can delete a company from its record.

What happens to contacts and deals if I delete a company? Contacts linked to the deleted company will keep the old company name until you update them. Deals and other activity tied to the contacts are not affected.