> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a Business and Link Its People and Deals

> Add a company to your CRM, link the people who work there and its deals, and find it again on each contact

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.

## 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](https://mintcdn.com/locusdigital/QdfcSHhMQssuKqMa/images/how-tos/crm/co-01-new-company-closeup.webp?fit=max\&auto=format\&n=QdfcSHhMQssuKqMa\&q=85\&s=7d04d5a5a11a9be9f2bf79bbf4e6d225)

The company joins the list. Click its name to open it.

## Link the people who work there

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](https://mintcdn.com/locusdigital/QdfcSHhMQssuKqMa/images/how-tos/crm/co-02-link-contact-closeup.webp?fit=max\&auto=format\&n=QdfcSHhMQssuKqMa\&q=85\&s=d7a80c9237f0b93d55b2ed33afca693b)

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](https://mintcdn.com/locusdigital/QdfcSHhMQssuKqMa/images/how-tos/crm/co-04-company-with-contact-closeup.webp?fit=max\&auto=format\&n=QdfcSHhMQssuKqMa\&q=85\&s=f6e10b3ffd5da9b35509257f8af4157d)

## Link its deals

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](https://mintcdn.com/locusdigital/QdfcSHhMQssuKqMa/images/how-tos/crm/co-03-new-deal-closeup.webp?fit=max\&auto=format\&n=QdfcSHhMQssuKqMa\&q=85\&s=542ce144e658a0766d2d9c62f178e9b6)

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](https://mintcdn.com/locusdigital/QdfcSHhMQssuKqMa/images/how-tos/crm/co-05-people-and-deal-closeup.webp?fit=max\&auto=format\&n=QdfcSHhMQssuKqMa\&q=85\&s=009336fc7876ff3631b91e60728f80e7)

## 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](https://mintcdn.com/locusdigital/QdfcSHhMQssuKqMa/images/how-tos/crm/co-06-on-the-contact-closeup.webp?fit=max\&auto=format\&n=QdfcSHhMQssuKqMa\&q=85\&s=6317120567821319d4e40a2ad9241101)

## 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](/how-tos/crm/import-contacts) links each person to a company from a Company column, and [Add Your Own Fields](/how-tos/crm/custom-fields) adds fields to companies too.


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