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Add a company

Add a corporate client, relocation firm, or other organization to your CRM.

Companies represent organizations — corporate clients, relocation firms, property management companies, and similar accounts.

  1. In the CRM sidebar, click Companies.

  2. Click Add Company (top right).

  3. Fill in the details: Company Name (required), Company Tags, Email, Website, LinkedIn, Employee Count, Address, and Phone numbers.

  4. Click Save.

💡 Tip: After creating a company, you can add contacts to it directly from the company record, or link them when creating or editing a contact.

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