How to Group Contacts within an Organization using the 'Company Object' Feature

The Company Object feature is the ability to create a new entity called “Company” and map contacts under them. This can also be looked at as a grouping mechanism for a list of contacts, where a list of contacts can be mapped to a company and their consolidated activities can be tracked. 

Covered in this Article:

Introduction of the Company Object Feature:

How to create a company?

How to edit/update Company details:

How to Delete a Company:

How to add contacts to a company:

How to remove a contact from a company:

Introduction of the Company Object Feature:

How to create a company?

To create a company head to Contacts > Company > New Company

Fill out the information in the fields provided and then click on Add Company:

Please Note:

The following fields are to be filled out when creating a Company:

Company name (mandatory): Open text field
Phone number: Optional field
Email: Optional field
Website: Optional field
Description: Optional field
Street address: Optional field
City: Optional field
Postal code: Optional field
Country: Optional field
Validation: For mandatory fields only (Phone and Email are validated only for correct format, not checked whether they are actual phone numbers or E-mail addresses)

How to edit/update Company details:

To edit the details of an existing company, Go to the Company Tab and hit the 3 dots next to the Company and hit Edit Company:

How to Delete a Company:

To delete a Company, Go to the Company Tab and hit the 3 dots next to the Company and hit Delete Company:

Please Note:

Deleting a company does not delete its contacts from your contacts list, it only removes the Company information from that contact's Company tab

This tab here:

Becomes blank:

How to add contacts to a company:

At the moment the only way to enter contacts into a Company is by manually heading into their Company tab, Searching for a company, and then adding them to it:

You can mark multiple contacts and then switch between them for ease of adding contacts to a company in bulk:

How to remove a contact from a company:

To remove a contact from a Company please head to the Company tab, click on the company you want to remove the contact from, Switch to Contacts inside the Company tab, Hit the Trash button next to the contact you want to remove from that Company, When prompted to confirm, Click on Yes.

Please Note:

Removing a contact from a Company does not delete the contacts from your contacts list, it only removes the Company information from that contact's Company tab and removes them from the list of contacts in that company.