Contacts
Companies
Turn on the Companies add-on, keep the businesses your contacts work for, and link contacts to them.
# Companies Companies keep the businesses your contacts work for, so you can see everyone at one of them together. It is optional, and off until you turn it on. ## Turning Companies on or off 1. In the CRM's sidebar, open **Add-ons**. 2. Switch on **Companies**. The page reloads, and **Companies** appears as a tab under **Contacts**. Switching it off hides companies everywhere — the tab, the **Company** column and filter on contacts, company conditions in segments, the company field on imports. The data stays, and comes back when you switch it on again.  ## The companies screen Go to **Contacts → Companies**. Pills above the table filter by company type — **All**, **Prospect**, **Customer**, **Partner**, **Vendor**, **Other** — with a count for each. - **Search name or domain…** finds a company by either. - Filter buttons narrow by **Industry** and by number of **Employees**. - The default columns are **Company**, **Owner**, **Industry**, **Type**, **Employees** and **Contacts**. The column picker adds **Added**, **Revenue**, **Email**, **Phone**, **Website**, **Domain**, the address fields, **Description** and any company custom fields. - Tick companies to **Set industry**, **Set type** or **Delete** them in bulk. - The download button exports companies; **Import** brings them in from a CSV. ## Adding a company Choose **New company** and fill in what you know: - **Basic information** — **Logo**, **Name** (required), **Website**, **Email**, **Phone**, and an **Owner** from your WordPress users. - **Business details** — **Industry**, **Type** (what they are to you, not what they do), **Employees**, **Annual revenue** and a **Description**. - **Add address info**, **Add social profiles** and **Add custom fields** open more fields. Choose **Add**. If you give a website, its domain is stored with the company — that domain is what links new contacts to it automatically. ## A company's record Open a company to see its header — logo, name, **Type**, email, when it was **Added**, and how many **People** work there — and a **Company** panel with its industry, details, address and social links. The tabs are: - **People** — the contacts at this company. Search them, add with **Add existing** or **New contact**, and use the bulk bar to tag them, add them to lists, change their status, export them, **Remove from company** or delete them. - **Activity** and **Notes** — notes, calls and meetings logged against the company. ## Linking contacts to companies A contact can belong to more than one company. One of them is their **Primary** company. - **From the contact:** on the contact's record, the **Companies** panel lists their companies. Choose **+** to add one, or **Create a company** from the same picker. Each company's menu has **Edit**, **Open record**, **Make primary** and **Remove from company**. - **From the company:** in its **People** tab, **Add existing** picks contacts who are not there yet; **New contact** creates one already linked. - **In the contact form:** the **Company** field in **New contact** and **Edit**. - **Automatically, by email domain:** when a contact is created and their email domain matches a company's domain, they are linked to it. Shared mailbox domains such as gmail.com, outlook.com and icloud.com are never matched. - **On import:** map a CSV column to **Company**. A company with that name (matched without regard to capitals) is used, or created if there is none. Removing a contact from a company leaves both the contact and the company in place.  ## Importing and exporting companies **Import** on the companies screen opens the CSV import for companies. **Name** is required, and companies are matched by name, so an existing company is skipped or updated rather than duplicated. Two columns are special: - **Owner email** sets the company's owner to the WordPress user with that address. - With **Add the owner as a contact** ticked, the owner email and **Owner name** also create a contact linked to the company. They start as **Transactional** — a column in a file is not consent to market to them. The rest works like [importing contacts](/contacts/import/). Exports work like [exporting contacts](/contacts/export/), with company columns. ## Deleting a company Delete from the row menu, the bulk bar, or **More actions → Delete company** on its record. The company is removed; its contacts stay, without a company. This cannot be undone.Companies keep the businesses your contacts work for, so you can see everyone at one of them together. It is optional, and off until you turn it on.
Turning Companies on or off
Section titled “Turning Companies on or off”- In the CRM’s sidebar, open Add-ons.
- Switch on Companies. The page reloads, and Companies appears as a tab under Contacts.
Switching it off hides companies everywhere — the tab, the Company column and filter on contacts, company conditions in segments, the company field on imports. The data stays, and comes back when you switch it on again.
The companies screen
Section titled “The companies screen”Go to Contacts → Companies. Pills above the table filter by company type — All, Prospect, Customer, Partner, Vendor, Other — with a count for each.
- Search name or domain… finds a company by either.
- Filter buttons narrow by Industry and by number of Employees.
- The default columns are Company, Owner, Industry, Type, Employees and Contacts. The column picker adds Added, Revenue, Email, Phone, Website, Domain, the address fields, Description and any company custom fields.
- Tick companies to Set industry, Set type or Delete them in bulk.
- The download button exports companies; Import brings them in from a CSV.
Adding a company
Section titled “Adding a company”Choose New company and fill in what you know:
- Basic information — Logo, Name (required), Website, Email, Phone, and an Owner from your WordPress users.
- Business details — Industry, Type (what they are to you, not what they do), Employees, Annual revenue and a Description.
- Add address info, Add social profiles and Add custom fields open more fields.
Choose Add. If you give a website, its domain is stored with the company — that domain is what links new contacts to it automatically.
A company’s record
Section titled “A company’s record”Open a company to see its header — logo, name, Type, email, when it was Added, and how many People work there — and a Company panel with its industry, details, address and social links.
The tabs are:
- People — the contacts at this company. Search them, add with Add existing or New contact, and use the bulk bar to tag them, add them to lists, change their status, export them, Remove from company or delete them.
- Activity and Notes — notes, calls and meetings logged against the company.
Linking contacts to companies
Section titled “Linking contacts to companies”A contact can belong to more than one company. One of them is their Primary company.
- From the contact: on the contact’s record, the Companies panel lists their companies. Choose + to add one, or Create a company from the same picker. Each company’s menu has Edit, Open record, Make primary and Remove from company.
- From the company: in its People tab, Add existing picks contacts who are not there yet; New contact creates one already linked.
- In the contact form: the Company field in New contact and Edit.
- Automatically, by email domain: when a contact is created and their email domain matches a company’s domain, they are linked to it. Shared mailbox domains such as gmail.com, outlook.com and icloud.com are never matched.
- On import: map a CSV column to Company. A company with that name (matched without regard to capitals) is used, or created if there is none.
Removing a contact from a company leaves both the contact and the company in place.
Importing and exporting companies
Section titled “Importing and exporting companies”Import on the companies screen opens the CSV import for companies. Name is required, and companies are matched by name, so an existing company is skipped or updated rather than duplicated. Two columns are special:
- Owner email sets the company’s owner to the WordPress user with that address.
- With Add the owner as a contact ticked, the owner email and Owner name also create a contact linked to the company. They start as Transactional — a column in a file is not consent to market to them.
The rest works like importing contacts. Exports work like exporting contacts, with company columns.
Deleting a company
Section titled “Deleting a company”Delete from the row menu, the bulk bar, or More actions → Delete company on its record. The company is removed; its contacts stay, without a company. This cannot be undone.