How to add or update a company record

    CategoryContacts and Companies
    Article typeDocumentation
    Estimated reading time 4 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Navigate to the Companies tab within the Contacts section. Click '+ Add Company' to create a new record, or click an existing company name to edit its details and save your changes.

    Who this article is for

    B2B sales representatives, account managers, and database administrators.

    Overview

    Maintaining accurate company records is essential for B2B sales and account management. It ensures that all interactions with various employees of the same business are contextualized under one unified entity.

    Before you begin

    • Ensure you have the necessary permissions to manage company records.

    Step 1: Step 1: Navigate to Companies

    Go to the Contacts section and select the Companies tab at the top of the screen.

    Step 2: Step 2: Add or Edit

    To add a new company, click the + Add Company button. To edit, search for the company and click its name.

    Step 3: Step 3: Update Details

    Enter or modify the Company Name (Required) and additional details such as Phone, Website, and Address.

    Step 4: Step 4: Save

    Click Save to apply your changes.

    Step 5: Step 5: Link Contacts

    To link a contact from the company view, open the company record, navigate to the Contacts section within the company view, click Add Contact, and search for an existing contact or create a new one.

    Configuration note

    Establish a naming convention for companies (e.g., always using 'LLC' or omitting it) to keep your list organized and searchable. Review company data carefully before performing bulk updates or deletions, as this affects all linked contacts.

    Important clarification

    Creating duplicates (e.g., adding 'Tech Corp' when 'Tech Corporation' already exists). Always search thoroughly before adding. Also, ensure you are editing the Company record and not a similarly named individual Contact record.

    Resolution guidance

    I updated the company address, but the contact's address didn't change.

    Company addresses and individual contact addresses are stored separately. If an employee works remotely, their personal contact address may differ from the corporate HQ.

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