Company records help service and B2B teams understand account-level context while still working with individual people. Use companies when several contacts belong to the same organization, location, account, or household.

What this guide helps you do

• Create and open company records.
• Connect people and opportunities to the right company.
• Use company context during customer follow-up and pipeline review.

Before you start

• Decide whether the relationship should be tracked as a company, account, location, partner, or other business entity.
• Clean up duplicate people before connecting them to a shared company.
• Use consistent company names and websites so search stays useful.

Do it manually

1. Open Customers and choose Companies.
2. Search for the company before creating a new one.
3. Create or open the company record.
4. Add or confirm website, related people, and opportunities.
5. Open related people to manage individual communication and tasks.
6. Review company-level activity before account-level follow-up.

Ask Faster AI

• Find people who appear to belong to the same company and suggest company relationships for review.
• Create a company record for this account and link the known contacts without changing their individual notes.
• Summarize this company relationship, including people, open opportunities, and recent activity.

Review before saving or applying

• Confirm the company match before linking records.
• Keep person-level consent, email preferences, and follow-up separate from company-level notes.
• Do not merge companies unless you are sure they represent the same account.

Common issues and fixes

• If a company has missing people, search by email domain, phone, or account name.
• If company totals look wrong, check whether opportunities are connected to the company.
• If two companies look similar, compare website, address, people, and recent activity before merging.

Customer 360 overview

For how people, companies, and opportunities fit into a shared customer history, read the Customer 360 overview. Customer 360: Every Interaction on One Timeline.

Connected workflows

• Map form submissions to customer records
• Create a segment from customer behavior
• Use customer activity for follow-up
• Review Money activity for a customer

Placeholder media

• Screenshot placeholder: add an annotated screenshot of use company records and relationships with customer names, emails, phone numbers, amounts, file names, and private notes blurred.
• Video placeholder: add a short walkthrough that starts in Customers, shows the manual path, then shows how to ask Faster AI and review the result before saving, sending, merging, or assigning work.

Related help

• Create a customer record
• Track opportunities and pipeline work
• Understand Customer 360

Use it in daily operations

• Before saving, confirm the customer, company, owner, lifecycle stage, and next action are correct for the business process.
• When AI helps with customer context, ask it to summarize the record and list assumptions so a teammate can review without exposing private details publicly.
• Use tasks, notes, saved views, or pipeline updates to turn customer context into an explicit follow-up instead of leaving it only in the timeline.