Why use companies
- See every conversation from a customer, across every employee.
- Slice analytics by customer, not just by contact.
- Route all of one company’s conversations to a dedicated account manager.
Create a company
- Companies → New company → fill name, website, industry, notes.
- Or from a contact profile, click Company → + Create new.
Link contacts
From the company page, click Add contact and pick from the contact list. Or on any contact, set the Company dropdown. A contact can belong to one company at a time.Company fields
| Field | Use |
|---|---|
| Name | Displayed everywhere |
| Website | Clickable link; also used for deduping on create |
| Industry | Grouping in analytics |
| Notes | Internal free-form |
| Custom fields | Anything — plan tier, CRM ID, renewal date |
In the Inbox
Every conversation shows the contact’s company in the context drawer. Click to jump to the company profile.Assigning by company
Build an assignment rule oncontact.company equals "Acme" to always route that customer to a specific teammate. See Assignment rules.
Merging companies
If you accidentally create two companies for the same customer:- Open the duplicate.
- ⋯ → Merge into another company.
- Pick the target. All contacts move over; conversations are preserved.