Contact Companies

A Contact Company is an organisation or account record that your contacts can be linked to. Instead of repeating company details on each person, you create one company record and assign contacts (and deals) to it. This keeps billing addresses, websites and tax numbers in one place.

Where to find it

• Sidebar → Contact Company (available when the Contact Companies module is enabled)

You can also create a company directly from the Add / Edit Contact form using the + Add Company link next to the Company dropdown.

How to add a contact company

1. Go to Contact Company in the sidebar.
2. Click Add.
3. Fill in the form (sections below).
4. Click Save.

Contact company fields

Company Information

Social Media

LinkedIn, Facebook, Twitter / X, Instagram — free-text URL fields.

Billing Address

Address, City, State, Country, Postal Code.

Postal Address

The same set of address fields (prefixed Postal). Tick Same as Billing to copy the billing address into the postal address automatically.

Note

A free-text note about the company.

Linking contacts to a company

• On the Add / Edit Contact form, the Company Details section shows a single Company dropdown when the module is enabled. Pick the company (or No Company) here.
• Each contact belongs to one Contact Company.
• Deals can also reference a contact's company, so the company name shows on the deal record.

Permission notes

All Contact Company actions require the All scope:

• View Contact Company
• Add Contact Company
• Edit Contact Company
• Delete Contact Company

Tips

• Create your key company records first, then assign contacts to them as you add people.
• Use Same as Billing to save time when addresses match.
• Fill in the Tax Number if you invoice the company, so it is available for billing documents.