How to create a company
The Companies section can help you organize customer data by companies rather than individual contacts. Companies can be sorted by various parameters such as industry, size, and location.
In the SendPulse CRM system, you can link contacts to their associated companies. It helps better understand clients’ organizational structures, track interactions, and manage deals with certain organizations to maintain long-term relationships.
Let’s talk about at how to create a company and link contacts to it.
Create a company
You can create a company in the Companies section or in a contact card.
Go to Contacts > Companies and click Add company.
Enter a company name. You can enter up to 255 characters.
Assign a team member to communicate with the company.
To select an assignee, you need to invite a user and select a role with access to CRM: Companies. Read more: User roles.
To create a company in a contact card, open the card, and in the Companies section, click + Add company. For example, you can do it this way if, when communicating with clients, you find out what companies they represent.
Add contact data
In the About company section, enter a company representative's contact data:
| Email address | Enter a corporate email address as user@example.com. |
| Phone number | Select a country, and enter a corporate phone number next to the country code. |
| Messaging app | Select a messaging app, and indicate the company’s username. For example: username. |
To add more contact information, click + Add under these fields. We recommend adding company employees as contacts in the Company employees section.
Add more information
In the Annual revenue field, enter an annual revenue amount, and select a currency. This field provides information about the company's financial health, which will allow you to evaluate its long-term opportunities and compare it with other companies.
In the Business address field, enter the street, house number, city, region/state, zip code, and country of the company's headquarters. Make sure that this address is not mistypes to avoid potential issues when sending documents or visiting the company’s office.
You can also add your fields when creating a company or in company settings. For example, add information about the company type, industry, and other data that will help assess the client’s needs.
To create a new field, click + Add field, and enter a name and field type. Then, enter or select a value in the field.
Read more: How to customize company fields.
Add employees
In the Company employees section, link contacts to the company — enter a representative’s contact information (first name, last name, email address, and phone number). To add another phone number, click +Add.
The employee's contact information will also be added to the Contacts section.
If you already have contact information of this company’s representative, it will automatically appear when you enter their name, so you can select it.
To add another contact, click + Add contact.
Add a file
You can attach files to companies to share them with all team members. Click + Add File, select a file from your account storage, or upload a new file from your device.
All SendPulse tools share the same file storage. You can add a file of any extension except executable.
The maximum file size the free plan allows is 200 MB. Your file storage capacity is not defined by specific SendPulse tools but is set based on the storage capacity of the largest pricing plan among all tools. To increase your storage capacity, upgrade your pricing plan. Read more: How to work with the file manager.
Once you add all the company information, click Add. The company will be available on the list in Contacts > Companies. You will also be able to link this company in its contact card.
Last Updated: 11.07.2024
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