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When you sell to businesses, you deal with people who work somewhere. A company record keeps that business in one place: its details, the people you talk to there, its deals, and its invoices and quotes. This guide adds Fernwood Bakery, a Portland café that buys coffee from Northwind, and links Priya Shah, who runs it.

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Add the company

1

Open Companies

Click CRM in the left rail, then Companies at the top, then New Company.
2

Fill in its details

Type the Company name. The rest is optional: Domain, Industry, Website, Phone, City and Country. Click Create Company.
New Company with Company name Fernwood Bakery, outlined; Domain fernwoodbakery.example.com, Industry Bakery and Café, its website, phone +1 503 555 0148, City Portland, OR and Country United States; and the Create Company button, outlined

Fernwood Bakery's details

The company joins the list. Click its name to open it. On the company’s page, under Contacts, type a name in Search contacts… and click the person. They are linked right away.
Contacts with Priya typed in the search box, outlined, and the result Priya Shah, outlined, above Priya Singh and Create contact

Finding Priya

The number next to Contacts counts the people linked. Create contact adds someone new and links them in one step. The x on a row unlinks the person from the company; the contact itself stays in your CRM.
Fernwood Bakery with its Bakery and Café tag, Edit company, its website, phone, Portland address and owner, and under Contacts 1 the row Priya Shah, outlined; below it Deals with Search deals and Create deal

Priya Shah, linked to Fernwood Bakery

Under Deals, Search deals… links a deal you already have. Create deal makes a new one linked to the company: type the Deal name, pick the Pipeline and its Stage, add the Value and Expected close date if you know them, and click Create & Link Deal.
New Deal with Deal name Fernwood Bakery wholesale espresso, Pipeline Wholesale Sales and Stage Tasting Sent, each outlined; Value 5760, Currency USD and Expected close date 11/20/2026; and the Create and Link Deal button, outlined

A deal for Fernwood, filled in

Here is another of Northwind’s customers, Quillfeather Bakehouse, with its owner, its head baker and its deal linked. Click a name or a deal to open it.
Contacts 2 with Lena Ortiz, Owner, and Wren Callahan, Head Baker, outlined; and Deals 1 with the Quillfeather Bakehouse deal at USD 14,400, outlined

Quillfeather Bakehouse, with its people and its deal

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Find it on each contact

The link works both ways. Priya’s own page now lists Fernwood Bakery under Companies, and Search companies… there links her to another business.
Companies 1 on Priya Shah's page, with Fernwood Bakery outlined, above Search companies and Create company

On Priya Shah's page

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Good to know

  • Invoices and quotes. Billing on the company lists its Estimates, Invoices, Contracts and Subscriptions. The new-contract button there starts a contract for this company; for an estimate or an invoice, start one and pick the company on the form.
  • Tax. Type the State under Billing address & tax on the company and click Save: it decides which tax rule applies to its invoices, ahead of the contact’s own state. Tax exempt charges no tax on its invoices.
  • Keep a history. Log activity records a note, call, email, meeting or task on the company, and it shows in the Activity Timeline.
  • More: Bring Your Contacts In from a Spreadsheet links each person to a company from a Company column, and Add Your Own Fields adds fields to companies too.