Companies

Companies are the organizations you do business with. They anchor your other records: contacts belong to companies, deals are negotiated with them, and invoices bill them.

What a company holds

• Profile — name (required), website domain, phone, and free-form notes.
• Billing details— billing contact, address, and billing email used when generating invoices for the company's deals.
• Relationships — contacts who work there, deals in your pipeline, and notes attached by your team.

Working with companies

In the app, companies live at /companieswith searchable, sortable list views. A company's detail page shows its contacts, active deals, and recent notes in one place.

Deleting a company is a soft delete: it disappears from lists and lookups but related records keep their references, and the data is recoverable for a limited window.

Tips

• Set the domain — it powers matching and helps avoid duplicate companies when importing contacts.
• Fill in billing details before invoicing; invoice generation pulls the billing email and address from the company record.

API access

Companies are fully manageable over the REST API with the companies:read and companies:write scopes. See the Companies API reference.