Understanding Companies
A company record is a consolidated record for a business entity that lets you work at the company level instead of only on individual contacts. Individual people are tracked in their own contact records; see Understanding the Contact Record for how those records are organized. Company records are managed from Contacts > Companies.
When to use company records
Use a company record when multiple contacts belong to the same company, or when you need a consolidated view of the interactions and tasks tied to a business entity. The company record brings that view together in one place, so you do not have to piece together context from individual contacts.
What a company record stores
A company record stores the company's core contact details and a description of the business.
Company Name
Phone Number
Email Address
Website
Address – State, City, Postal Code, and Country
Description – a description of the company
Custom fields
Companies support custom fields that you can create, edit, and update to capture information that is specific to your organization. Example custom fields include Industry type, Revenue range, and Number of employees.
Customizing the list view
The Companies list view is customized through Manage Fields, where you choose which columns display. For example, you can choose whether the Website or State column is shown.
Filters, sorting, and search
The Companies list supports advanced filters, sorting, and search so you can find the companies you need.
Advanced filters
Advanced Filters can filter companies using standard fields such as City and Email, as well as custom fields. For example, you can find companies in a particular state or in a specific industry.
Sorting
Company records can be sorted by fields such as Company Name, City, and State.
Search
Search can find company records using standard or custom fields, for example a company name, a phone number, or a custom field value. What is searchable depends on the searchable fields configured for Companies.
Common use cases
Company records support everyday work across sales, account management, and marketing.
Sales teams – track potential clients and their details.
Account management – maintain contact information for partners and vendors.
Marketing teams – segment companies by industry or location for targeted campaigns.
Related topics: Export companies (CSV download), Smart lists in Companies, Bulk delete for Companies, Bulk import companies from a CSV, Import contacts and automatically create companies.