Companies are collections of your Contacts. Each Contact can be added to only one company. The use of Companies is optional, but by organizing your Customers into Companies you can keep track of what those Companies are requesting.

Although you don't have to add your Contacts to Companies, it can be extremely helpful in managing the workflow.


Company information

  • Company name
  • Company profile picture
  • Email addresses
  • Phone numbers
  • Contact groups
  • Timezone
  • Language
  • Note
  • Custom Contact fields

CompaniesAdding a Company

Knowledgebase resources

Learn how to setup Contacts

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