✨ Introduction:
The Companies feature lets you organize contacts that belong to the same business under a single Company Profile. This creates a centralized view of all interactions, tasks, and notes tied to that company — making it easier to manage communication and follow-ups at the organization level.
🔔 What to Know Before You Start:
The Companies tab is located under Customers in the left menu.
You must create a company first before you can link any contacts to it.
Each company profile can include:
Company Name, Size, Industry, Website
Linked Contacts
Shared Tasks and Notes
Assigned Pipe and Stage
🛠️ Step-by-Step: How to Use the Companies Feature
✅ Create a Company
Go to your Webware Dashboard.
From the left-hand menu, click Customers > Companies.
Click Create Company in the top right.
Fill in the company details:
Company Name (required)
Company Size
Industry
Website
Address (Line 1, City, Country, Postal Code)
Click Submit to create the company profile.
🔄 Link a Contact to a Company
Go to Customers > Contacts.
Click on the contact you want to link.
In the contact’s profile, scroll down to the Company field.
Select the company from the dropdown list.
Repeat this for all contacts you’d like to group under the same company.
📋 View & Manage Company Details
From the Companies tab, you can view:
Company Name
Last Seen
Number of Contacts
Industry and Website
Click a company name to open the full profile:
View all linked contacts
Add tasks and notes
Assign a Pipe and Stage
Edit any detail and click Save
✅ Pro Tip:
Instead of duplicating tasks or notes for individual contacts, link them to the Company Profile. Everyone on your team will see the full history in one place — making handoffs and collaboration easier.
🎯 Next Steps:
Add more contacts to your company profiles
Assign a Pipe and Stage for deal tracking
Use Tasks and Notes at the company level for shared visibility across your team