What it covers
Review relationship context, linked contacts and opportunities, and the history that explains what happened.
Customer management
Companies
A shared account view that connects the people and work associated with an organisation.
How it works
See the organisation behind the conversations
Bring the people, opportunities and account history for an organisation into one shared view. Teams can understand who is involved and what has already happened before they take the next step.
In practice
Open linked contacts, opportunities and relationship history from the company record.
When to use it
Useful situations
- Prepare for an account conversation by seeing the people connected to an organisation.
- Understand which opportunities or service work are associated with a company.
- Give a new account owner context without relying on private notes or memory.
A working path
How the work moves
Find the organisation
Search or filter the company list using the available company fields. Open the matching account and confirm its identity before changing details or associations.
Review the relationship
Use the company record to inspect linked contacts, opportunities and relationship history. Follow an association to the underlying record when you need its current owner, status or next step.
Keep the account connected
Update the company or its supported associations as the relationship changes. Record meaningful activity on the relevant customer record so the next teammate has an accurate timeline.
Illustrative scenario
Account handover
Before taking over a regional customer, a teammate opens the company, checks which contacts are involved and reviews open opportunities and recent activity to decide who to contact first.
Before you start
What to check
- A company record is shared relationship context; it does not replace the separate contact and opportunity records.
- Visible associations depend on record relationships and module permissions, so a company view may not expose every underlying item.
Does a company contain all its customer work?
It links relevant records for context. Each deal, task, ticket or project keeps its own lifecycle and permissions.
Can I see the people at an organisation?
Linked contacts are available from the company record when the relationship has been recorded and you have access.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.