Introduction to companies

Companies represent the businesses or organizations you engage with throughout your sales process. Each company record stores essential information that helps you manage relationships, track activities, and move opportunities forward effectively.

This article explains what companies are in BoldSales and how you can access and manage them as part of your daily sales activities.

Accessing companies

All company records are stored in the Companies module. You can access it using the following methods:

• Go to the left sidebar menu and click Companies.
• Press G + O on your keyboard for a quick shortcut.
• If you are on the home page, click Open in new tab or View all in the Companies widget under the Contacts & Companies section.

Once the listing page opens, you can perform the following actions based on the permissions you have.

• Create and edit records
• Filter and sort records
• Switch views (default and custom)
• Customize columns
• Perform bulk actions

You can access specific company records quickly without needing to navigate through the lists.

• Click the Search icon in the left sidebar menu or press / on your keyboard to open the search dialog.
• Open the dropdown and select Companies.
• Search and select the company. This opens its detail page where you can view and manage the record.

Primary company information

When creating a new company record in BoldSales, the quick create form includes fields that capture essential details. These fields make the record meaningful and actionable, while allowing room for further updates later.

The primary company details include:

• Name: The official name of the company.
• Phone number: The main contact number for the company.
• Owner: The BoldSales user responsible for managing this company record.