BeigeCRMGUIDE

Sales

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Companies

A company is an organization you sell to. It's the record that ties several people together — so when three contacts at the same account are all in play, you can see the whole relationship instead of three unconnected conversations.

Companies list showing name, industry, size, and linked contact counts
Companies list showing name, industry, size, and linked contact counts

What a company holds#

FieldNotes
NameRequired.
Domain / websiteThe company's web address.
IndustryFree text — use whatever vocabulary your team sorts by.
SizeOne of 1-10, 11-50, 51-200, 201-500, 501-1000, or 1000+.
Email, phone, addressMain contact details.
Description, tags, ownerOptional context.

People and deals#

Setting a person's company links them here. The company page then lists its people, and the deals attached to those people, so an account review is one page rather than a search.

This is also why the size and industry fields earn their place: they're what you filter and segment on when you want "every manufacturing account over 500 people" rather than a list of names.

Bulk actions#

Select several companies to delete them or assign tags in bulk, the same way as People and Leads.

Last updated Wed Aug 05 2026 00:00:00 GMT+0000 (Coordinated Universal Time)