How companies work in GEVADE CRM

    CategoryContacts and Companies
    Article typeDocumentation
    Estimated reading time 5 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

    Company records allow you to group multiple individual contacts under a single business entity. This is crucial for B2B operations, enabling you to track company-wide details, overall value, and holistic communication history.

    Who this article is for

    Sales teams, account managers, and anyone handling B2B relationships within GEVADE CRM.

    Overview

    While contacts represent individual people, companies represent the organizations they work for. By linking contacts to a company, you can manage accounts more effectively, seeing all related personnel and opportunities in one place.

    Before you begin

    • Ensure you have access to the Companies section in your CRM dashboard.
    • Understand the basic function of individual contact records.

    Step 1: 1. Understanding Company Data

    A company record typically stores Company Name (The official business name), Corporate Address (The main headquarters or billing address), Company Phone/Website (General contact information), and Industry/Size (Custom fields specific to the business type).

    Step 2: 2. Linking Contacts to Companies

    To associate a person with a business: Open the individual Contact Record. Locate the Company field in their profile settings. Search for an existing company or create a new one directly from the field. Save the changes. The contact will now appear under that company's roster.

    Step 3: 3. Viewing Company Activity

    When viewing a company record, you can see an aggregated view of activity. This includes notes, opportunities, and tasks associated with any contact linked to that company.

    Configuration note

    Standardize how company names are entered (e.g., 'Acme Corp' vs 'Acme Corporation') to prevent accidental duplicate company records. Establish a protocol for noting who the primary decision-maker is among the linked contacts. Review contact data carefully before bulk imports, exports, segmentation, or bulk changes.

    Important clarification

    Orphaned Contacts: Forgetting to link a new B2B lead to their respective company record, resulting in fragmented account management. Duplicate Companies: Creating a new company record because the search was misspelled, splitting the account history.

    Resolution guidance

    Why aren't my contacts showing up under the company?

    Double-check the exact spelling of the company name in the contact's profile. If it differs slightly from the official company record, the link will not be established.

    Can I email a whole company at once?

    Emails are sent to individual contacts. To email everyone at a company, you would filter your contacts by the company name and send a bulk email.

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