Use company records and relationships

Company records help teams understand who belongs to which account and how each person is involved.

Create the company

1. Open Companies or Customers and add the organization.
2. Add basic details such as website, phone, location, and notes.
3. Connect people to the company record.

Set relationships

1. Identify owners, decision makers, billing contacts, and day-to-day contacts.
2. Use role labels your team understands.
3. Update relationships when the customer team changes.

Use the company view

1. Review all related people before outreach.
2. Check activity, opportunities, payments, and bookings at the company level.
3. Coordinate follow-up so multiple teammates do not duplicate work.

Good to know

• B2B follow-up is cleaner when people and companies are connected.
• Use company notes for account context, not private personal notes.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.