Adding a Company
- Go to CRM → Companies
- Click New Company
- Fill in:
| Field | Description |
|---|---|
| Name | Company name |
| Domain | Website domain |
| Industry | Industry sector |
| Size | Company size (employees) |
| Notes | Free-text notes |
Company Detail
Click any company to see:- Company information
- Linked contacts (people at this company)
- Related deals
- Activity history
Alex’s screenshot note: Take a screenshot of a company detail view showing the company info with linked contacts and deals.