Managing companies

CRM concept: A company groups the people who work at one business. Link each contact to their company so you see the whole account in one place.

Create a company

1. Go to FlyCRM > Companies.
2. Select the Add New button.
3. Enter the company name.
4. Enter the website.
5. Select Status.
6. Click Create Company.

The company profile opens.

Fill the profile

Open a company and add the details you have:

• Industry
• Employee count
• Company Address
• Domain
• Annual revenue
• Social Profiles

Link employees/contacts

A company holds the people who work there. Link a contact in one of two ways:

• Open the contact, then set its Company field to this company.
• Open the company, then add a contact from the Contacts panel.

All linked contacts show on the company profile. One company can have many contacts.

Set a status, tags, and owner

Companies use the same status, tag, and owner controls as contacts:

• Status — the state of the account, for example, Active or Customer.
• Tags — free labels for filtering.
• Owner — the team member responsible for the account.

See Managing contacts for how each control works.

Read the activity timeline

Notes, tasks, calls, emails, and meetings linked to the company show in the timeline on the profile. Activities linked to a contact at this company can also appear against the account. See Logging activities.