Adding Companies

Companies are organizations with multiple employees. Store business-level information that doesn’t change between projects or contacts.

In this guide, you’ll learn:

• When to create company records
• How to add companies
• Required and important fields
• Linking companies to people and opportunities

When to Create Company Records #

Create a company record when you’re working with a business that has multiple employees. This matters when different people handle different projects at the same organization.

Create companies for:

• Businesses with multiple contacts
• Organizations where you might work with different people on different projects
• B2B clients and prospects

How to Add a Company #

1. Click CRM V2 in the left sidebar
2. Click the Companies tab at the top
3. Click + Add New in the top left corner
4. Add the company name. The company record will be saved automatically.
5. Click the name to open details and fill in additional information

Required and Important Fields #

Required #

Name – Company’s full name. Use “Brightwave Fitness” consistently, not “Brightwave” or “BW Fitness”

Important Optional Fields #

Emails – Company email addresses. Add multiple if needed. Click the + button to add more.

Phones – Company phone numbers. Click the + button to add more.

Domain – Company website. Example: brightwave.com

Industry – Select from dropdown. Examples: “Fitness Technology”, “Creative Agency”, “SaaS”

Source – Where you found them. Examples: “Referral”, “Website”, “LinkedIn”, “Cold Outreach”

Account Owner – Team member managing this company relationship

Additional Fields #

Country – Company location

ARR – Annual Recurring Revenue (if applicable)

Employees – Number of employees

ICP – Check this box if they match your Ideal Customer Profile

Linking Companies to People #

After creating a company, add the people who work there. You can do this two ways:

Method 1: From inside the company record

1. Click the company name to open its detail view
2. Scroll to the People section
3. Click + icon
4. Search and select existing people.
5. They’re now linked to this company

Method 2: From the People tab

1. Go to People profile you want to add.
2. Click pencil icon
3. Search the company you just created and add.

All people linked to a company appear in that company’s detail view under the People section.

Editing Company Information #

To update information later:

1. Click on the company name in the Companies list
2. Detail view opens on the right
3. Click the pencil icon next to any field
4. Make your changes
5. Changes save automatically

FAQ #

Q: Can I add a company later after creating people?
Yes. Create the people first, then create the company. Go back to edit each person and link them to the company.

Q: Do I need to fill in all company fields?
No. Only the company name is required. Add other details as you learn them.

Q: Can I have multiple people at the same company?
Yes. Create each person separately and link them all to the same company, or link them from inside the company record.

Q: What if I don’t know the company’s industry or employee count?
Leave those fields blank. You can add them later when you have the information.

Q: Can one person work at two companies?
No. Each person can only link to one company. This covers most real-world scenarios.

Q: Should I create a company for a husband-and-wife business?
If they both handle different aspects of projects, create a company and link both as people. If only one person handles everything, use a people-only record.