Contacts and companies

Company records

Companies provide the organizational context shared by projects, proposals, invoices, and contacts. Keep commercial details and linked records current so downstream documents remain accurate.

Contact records

Contacts represent the people connected to a company or workspace process. Use list and board views to review relationship state, ownership, and associated companies.

Keep relationship context together

• Link the correct company and contact
• Assign an owner when follow-up is required
• Use tasks, comments, and notes for working context
• Review details before creating documents
• Promote qualified records into the appropriate sales process