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Companies

Both products

What it is for​

Companies groups the contacts who work at the same organization. It lets you see at a glance how many contacts, deals and quotes each account has, and prospect a whole company: when you choose a company in a campaign, all its employees are prospected.

note

The Companies tab only appears if the companies module is active in the workspace.

How to get there​

Sidebar → Clients → Companies tab · app.growtek.io/en/clients/business

The screen in detail​

  1. Key metrics: Companies and Contacts.
  2. Search company... and New company.
  3. List with the columns Company, Contacts, Deals, Quotations, Quoted value and Won. Show contacts expands each company's employees.
  4. Company detail: Company, Contact details, Employees, Tags and Notes blocks.

What you can do​

Create a company​

  1. Click New company.
  2. Company step: type the Name and, if you want, Legal name, Tax ID, Industry and Size. Click Next.
  3. Contact information step: Email, Phone, Website, Address, Country, City, Notes, Tags and Segments (all optional). Click Next.
  4. Linked step: choose Create new (the employee's First name, Last name and Email) or Link existing to pick contacts already created.
  5. Click Create company.

How to verify: Company created appears and the company shows up in the list.

Name is the company's only required field, but every company needs at least one linked employee.

Add employees​

From the company detail, Add employee lets you Create employee (the contact form opens with the company already linked) or Link existing contacts. When you create a contact you can also link it to a company from its Organization step.

Edit or delete​

From the actions menu: Edit company or Delete company. When you delete it, the company is moved to the trash; the employees are not deleted, they are just left without an assigned company.

The Company column (and Company tax ID) of the contacts template links each contact to a company: it searches by tax ID (NIT) and then by name, ignoring case and accents. If it does not exist, it is created only if you have permission to create companies and the module is on. See Imports.

note

Companies have no import or export template of their own: they are created from this screen or through the contacts import.

Required permissions​

ActionPermission
View companiesbusiness.read
View all (not just your own)business.viewAll
Create / edit / deletebusiness.create / business.update / business.delete
Link contacts as employeesbusiness.assign

Frequently asked questions​

I don't see the Companies tab. The companies module is not active in your workspace or you don't have business.read. Ask your administrator.

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