Working with Companies

Companies in meetergo CRM help you organize contacts and deals around business accounts. Track all interactions with a company, see associated deals, and maintain comprehensive company profiles.

Accessing Companies

1. Navigate to CRM → Companies
2. Browse the company list or search
3. Click any company to view its profile

The Companies View

The Companies tab displays:

• Search bar: Find companies by name or domain
• Company list: All companies in your CRM
• New Company button: Create a company

Each company row shows:

• Company name and logo
• Domain/website
• Number of linked contacts
• Number of associated deals
• Total deal value

Creating a Company

Standard Creation

1. Click New Company
2. Fill in the company details:

3. Click Create

Quick Create from Deal

When creating or editing a deal:

1. In the Company field, type a name
2. If no match exists, click Quick create company
3. Enter the company name
4. Click Create & Select

The company is created and immediately linked to your deal.

Company Profile

Click a company to open its full profile:

Overview

• Company name and logo
• Domain/Website: Clickable link to company site
• Industry and Size: Business classification
• Notes: Freeform notes about the company

Associated Deals

View all deals linked to this company:

• Deal name and current stage
• Deal value and status
• Owner and expected close date

Click any deal to open its detail page.

Linked Contacts

See all contacts at this company:

• Contact name and role
• Email and phone
• Associated deals

Click a contact to view their profile.

Activity

Track all interactions with the company:

• Notes added
• Communications logged
• Deal stage changes
• Contact additions

Linking Companies to Deals

From Deal Creation

1. Create or edit a deal
2. In the Company field, search for the company
3. Select from results
4. The company is linked

From Deal Detail

1. Open the deal
2. Find the Company section
3. Click Add Company
4. Search and select
5. Company is linked

Unlinking

1. Open the deal
2. Find the linked company
3. Click Unlink

The company remains in your database but is no longer associated with this deal.

Linking Contacts to Companies

From Contact Edit

1. Open the contact
2. Edit the Company field
3. Select a company
4. Save

From Company Profile

1. Open the company
2. Go to Contacts section
3. Click Add Contact
4. Select or create a contact
5. The contact is linked

Editing Companies

Inline Editing

On the company profile:

1. Click any field
2. Edit the value
3. Changes save automatically

Full Edit

1. Open the company
2. Click Edit
3. Modify fields
4. Click Save

Company Notes

Add notes to capture important company information:

1. Open the company profile
2. Scroll to Notes section
3. Click Add Note
4. Write your note using the rich text editor
5. Click Save

Notes can be:

• Pinned: Important notes stick to the top
• Edited: Update note content anytime
• Deleted: Remove outdated notes

Company Communications

Log interactions with the company:

1. Open the company profile
2. Go to Communications section
3. Click Log Communication
4. Fill in details (type, direction, subject, notes)
5. Save

See Communications Log for full details.

Company Attachments

Store relevant files with the company profile:

1. Open the company
2. Go to Attachments section
3. Upload files by clicking or dragging
4. Files are attached to the company

See Notes and Attachments for details.

Searching Companies

Basic Search

Type in the search bar to find companies by:

• Company name
• Domain

Search is case-insensitive.

Filtering

Filter the company list by:

• Companies with deals
• Companies without deals
• Industry
• Size

Deleting Companies

1. Open the company profile
2. Click Delete
3. Confirm deletion

Company Best Practices

Complete Profiles

Fill in as much information as possible:

• Full company name (not abbreviations)
• Correct domain (enables logo fetching)
• Accurate industry and size

Consistent Naming

Use consistent naming conventions:

• "Acme Corporation" not "Acme Corp" and "Acme"
• Prevents duplicate entries
• Easier searching

Domain-Based Organization

Use domains to:

• Avoid duplicate companies
• Auto-detect related contacts
• Link to company websites

Regular Cleanup

• Merge duplicate companies
• Update outdated information
• Remove companies no longer relevant

Company and Contact Relationship

A company can have:

• Multiple contacts
• Multiple deals
• Notes and communications
• Attachments

When viewing a company, you see the full picture of your relationship with that organization.

Hierarchy Example

Acme Corporation
├── Contacts
│   ├── John Smith (CEO)
│   ├── Jane Doe (Procurement)
│   └── Bob Wilson (Technical)
├── Deals
│   ├── Acme - Enterprise License ($50,000)
│   └── Acme - Training Package ($10,000)
└── Notes
    └── "Met at trade show, interested in Q2"

FAQ

Can a contact belong to multiple companies?

No, a contact is linked to one company at a time. If a contact changes companies, update their company association.

What happens to contacts when I delete a company?

Contacts are unlinked but not deleted. They become "company-less" contacts that you can reassign.

Can I merge duplicate companies?

Company merging may be available through the deduplication tool. Otherwise, manually move contacts and deals to the correct company before deleting the duplicate.

How do company logos appear?

Logos are fetched based on the domain field. Enter a valid domain (e.g., "google.com") and the logo appears automatically when available.

Can I import companies from a CSV?

Contact import may create companies if company information is included. Check the import mapping options.

Are companies shared across the team?

Yes, all CRM users can view and edit companies (subject to permissions).

Related Articles

• CRM Overview
• Creating and Managing Deals
• Managing CRM Contacts
• Notes and Attachments
• Communications Log