Help Center
DocsCreating a Company
Create a new company with all available fields
How to Create a Company
Follow these steps to add a new company record to your CRM.
1
Open the create form
Navigate to the Companies page and click the New Company button in the top-right corner. You can also press N on your keyboard while on the companies list to open the form.
2
Enter the company name
Type the company name into the Company Name field. This is required for all company types. As you type, the system will check for potential duplicates in real time (see Duplicate Detection below).
3
Select the company type
Choose a type from the dropdown: Prospect, Lead, Customer, Partner, Vendor, Competitor, or Other. The type determines how the company appears in filters and reports. If you select Customer, the Account Number field becomes required.
4
Fill in additional details
Complete as many of the optional fields as you have available. The more data you provide, the richer your company profile will be. See the full field reference below for descriptions of every available field.
5
Add a primary contact (optional)
You can associate a primary contact during creation by filling in the Contact Name, Title, Email, and Phone fields. This will create a linked person record automatically.
6
Save the company
Click Saveto create the company. You will be redirected to the new company's detail page where you can add activities, upload files, and manage tags.
Choosing the right company type
Company type drives how records appear in reports and filters. Use Prospect for companies you have not yet engaged with, Lead for companies showing interest, and Customer for companies with active business relationships. You can convert a Prospect or Lead to a Customer later from the company detail page.
Field Reference
Complete list of fields available when creating a company.
Core Fields
| Field | Description |
|---|---|
| Company Name* | The official name of the company. |
| Account Number | Unique account identifier. Required when Type is set to Customer. |
| Type* | Classification of the company: Prospect, Lead, Customer, Partner, Vendor, Competitor, or Other. |
| Status | Current operational status: Active, Inactive, Churned, Dormant, or On Hold. |
| Priority | Priority level assigned to the company. |
| Active Status | Whether the company record is active or archived. |
| Source | How the company was acquired or entered into the CRM (e.g., referral, website, trade show). |
| Value | Monetary value associated with the company relationship. |
| Next Follow-up | Scheduled date for the next follow-up action. |
| Assign To | User responsible for managing this company. Only visible to admins and managers. |
| Notes | Free-text notes about the company. |
Contact Information
| Field | Description |
|---|---|
| Contact Name | Name of the primary contact at the company. |
| Contact Title | Job title of the primary contact. |
| Contact Email | Email address of the primary contact. |
| Contact Phone | Phone number of the primary contact. |
| General company email address. | |
| Phone | General company phone number. |
| Website | Company website URL. |
| LinkedIn URL | Link to the company LinkedIn profile. |
Company Details
| Field | Description |
|---|---|
| Industry | Industry sector the company operates in. |
| Company Size | Number of employees or size classification. |
| Description | Brief description of what the company does. |
| Annual Revenue | Estimated or reported annual revenue. |
| Year Founded | The year the company was established. |
| Timezone | Primary timezone of the company. |
| Parent Company | Link to a parent company record if this is a subsidiary. |
Address
| Field | Description |
|---|---|
| Street Address 1 | Primary street address line. |
| Street Address 2 | Secondary address line (suite, floor, etc.). |
| City | City name. |
| State | State, province, or region. |
| Postal Code | ZIP or postal code. |
| Country | Country name. |
Duplicate Detection
The CRM automatically checks for potential duplicates as you create a company.
When you type in the Company Name, Email, or Account Number fields, the system performs real-time duplicate detection to help you avoid creating redundant records. Detection begins after you have typed at least 3 characters.
How Duplicates Are Detected
- Company Name — Uses fuzzy matching (Levenshtein distance) to find similar names, catching typos and minor variations.
- Account Number — Performs an exact match against existing account numbers.
- Email — Performs an exact match against existing company email addresses.
If a potential duplicate is found, a warning banner appears below the field showing the matching company name and a link to view the existing record. You can choose to proceed with creating the new record or navigate to the existing one instead.
Minimum character requirement
Duplicate detection only activates after you have entered at least 3 characters. This avoids unnecessary lookups for very short inputs and ensures meaningful match results.