Updating and Managing Company Details

You can update and manage company records to keep business information accurate and up to date. This article explains how to edit company details, assign an owner, manage tags, add notes, log calls, upload files, and associate companies with related records such as tasks, events, contacts, and pipeline records.

Updating company details

Company fields can be updated at any time to ensure information remains accurate and relevant.

1. Go to the Companies module from the left sidebar.
2. Click the company name to open its details page.
3. Update basic information directly on the page.
4. To view or edit all available fields, scroll to the Pinned Fields section and click All fields to open the full field list.
5. Click the icon next to a field, make the necessary changes, and save.

You can also customize the pinned layout by pinning or unpinning fields, reordering them, or resetting the layout to its default configuration.

Updating the company owner

The Owner field identifies the user responsible for managing the company. Updating the owner allows responsibility to be reassigned.

To change the owner

1. Open the company’s details page.
2. Click Edit in the Owner field located on the left side.
3. Select a new owner from the dropdown list.
4. Click to save the changes or to discard.

Note: Each company can have only one owner.

Managing company tags

Tags help categorize and organize company records, making filtering and segmentation easier.

To update tags

1. Open the company’s details page.
2. In the Tags section on the left, click Edit.
3. In the Edit Tags dialog, click inside the selection area to view available tags.
4. Add or remove the tags, as required.
5. Click Update to save your changes or Close to discard.

The image below illustrates how to add a tag to the company record.

Adding and managing notes

Notes allow you to capture additional context related to a company.

To learn how to create notes, edit them, and link records or perform other actions, refer to Introduction to notes.

Uploading files

Files can be attached to a company record to keep related documents organized.

To upload a file

1. Open the company’s details page.
2. Click the Files tab.
3. Select Click to upload or drag and drop the file into the upload area.
4. The uploaded file appears under the Files tab.

Notes:

• Maximum file size: 20 MB
• No special permission is required to upload files.

After uploading, you can download or delete them from the Files tab.

Downloading a file

You can download the uploaded file for offline access.

1. In the Files tab, locate the required file.
2. Click the icon next to the file.
3. Select Download.
4. The file is downloaded to your device.

Deleting a file

Use this option to permanently remove an uploaded file from the company.

1. In the Files tab, locate the required file.
2. Click the icon.
3. Select Delete.
4. Confirm the deletion when prompted.

Note: Deleted files cannot be recovered.

Activities

The Activities tab allows you to view and add interactions such as tasks and events in one place, while the Timeline displays all activities in sequence to help you track the complete interaction history associated with the company or record.

For more information on timeline, refer to Viewing the company’s timeline

Calls

You can edit, delete, or link call logs to relevant records for better tracking and organization. For more details, refer to Understanding call logs

Emails

The Emails tab allows you to view and manage all email communications associated with a company or specific record in one place, enabling you to review all sent and received emails, track the complete email history, edit linked records, and delete emails as needed.

Product logs

The Product Logs tab allows you to track all product-related activities associated with a company.

Access the Product Logs Tab

1. Navigate to the company’s details page.
2. Click on the Product Logs tab.
3. In this tab you can view the products associated with the selected company, along with their details. This includes information such as product name, pricing, quantity, discount, and total value.

Filter Product Logs
Use filters to quickly find specific product activities:

1. Click on the option in the Product Logs tab.
2. In the Filter by Stages drawer.
3. Select one or more stages or even all stages.
4. Click Apply to view the filtered results.
5. Click Clear all to remove filters and return to the full log list.

The image below shows how to filter product logs in companies module in products tab.

Note: Product logs are automatically generated and cannot be manually edited.

Associating related records

Associating tasks, events, contacts, and pipeline records with a company helps keep all related information organized and accessible.

Associating and managing tasks

Tasks can be linked to a company to track all follow-ups and activities in one place.

To create, view, filter, edit, or delete tasks (including switching views and using shortcuts), refer to Introduction to tasks

Associating and Managing Events

Events help maintain a complete history of meetings, appointments, and scheduled interactions with a company.

To create, view, filter, edit, or delete events (including switching views and using shortcuts), refer to Introduction to events

Linking and managing related contacts

Linking related contacts helps establish relationships between individuals and a company, such as decisionmakers, stakeholders, or key contacts.

Note: Emails associated with linked contacts automatically appear under the company record.

Steps to linking and managing related contacts:

1. Open the company’s details page.
2. Go to the Related Contacts tab.
3. Click
4. Select an existing contact and add relationship label if needed by clicking

Additional option
If the contact does not exist, click + Contact at the top-right corner to create a new contact. Creating a contact requires the appropriate permission. For more information on creating a contact and customizing the contact fields, refer to Adding new contacts and Customizing contact fields

5. Once linked, the related contacts appear under the Related Contacts tab.

To filter related contacts:

1. Click the option in the Related Contacts section.
2. Select all labels, specific relationship labels, or no label.
3. Click Apply to update the contact list.

The image below shows the filter drawer of filtering related contacts.

To update relationship labels:

1. Click the under the Relationship labels column for the required contact.
2. Search for and check or uncheck the required labels.
3. Click Update to save the changes.

To edit a linked contact:

1. Click the contact name or next to the linked contact and select Details.
2. Update the required fields and save the changes.

To remove a linked contact:

1. Click the next to the contact you want to unlink.
2. Select Remove and confirm the action when prompted.

Note: Deleted contacts cannot be restored.

Linking and managing pipeline records

Linking pipeline records allows you to view and manage all related deals, renewals, or orders associated with a company in one place.

Steps to linking and managing pipeline records:

1. Open the company’s details page.
2. Go to the Linked Records tab.
3. Select the required pipeline type (for example, Deals, Renewals, or Orders).
4. Click Link (pipeline name) on the top-right corner and a drawer will open.

Additional options:

1. To link an existing pipeline record, select it from the drawer and click Link.
2. To create a new pipeline record, click + (X), where X is the name of the pipeline at the top-right corner of the drawer. For more information on creating a new pipeline record and customizing the fields, refer to Adding pipeline records and Customizing pipeline fields

Once linked, the pipeline records appear under the Linked Records tab.

To edit a linked pipeline record:

1. Click the linked pipeline record name or next to the linked pipeline record and select Details.
2. Update the required fields and save the changes.

To unlink a pipeline record:

1. Click the next to the pipeline record you want to remove.
2. Select Unlink and confirm the action when prompted.

Add or remove columns:

1. Click the icon in the Linked Records section.
2. The Customize Columns drawer opens.
3. In the drawer, check the box next to the fields you want to display and drag and drop them to change the column order.
4. Click Apply to save the changes.