Manage customer companies and contacts

Use Companies for customers, prospects, and former customers, and Contacts for people linked to them. Company contacts are separate from job candidates.

Before you start

You need permission for the action. Search existing records before adding a company or contact, and prepare the company association and contact details.

Find a company or contact

Open Companies and choose Customers, Prospects, Former customers, or Contacts. Use the search and available filters, then open the intended record. A company’s Contacts tab lists people associated with that organization.

Create a company

1. Choose Add customer, Add prospect, or the available add action for the intended company view.

2. In Company details, enter the required Company name, Industry, and Company type. Complete the website, LinkedIn page, company size, address, and other information you have.

3. In Contact details, enter the required Full name and Job title. Add email, phone, and address details; email is needed for communication.

4. In Defaults & ownership, review working days and hours, default currency, the required Primary manager, and any secondary manager.

5. In Preferences, review company-name privacy, default customer, LinkedIn publishing, and external reference where offered.

6. Where enabled, review the customer’s jobs-page path, theme, and links in Career page. Use the main Career Page settings for your own organization’s site.

7. Open Review, correct any details, and choose Create company. Check the saved company and primary contact.

Add one contact

1. Open the company’s Contacts tab or the global Contacts view and choose Add contact.

2. Enter the required First name and check the selected Company.

3. Add the last name, job title, job role, email, phone, LinkedIn profile, lead owner, and address details you have. Choose Set as primary contact for this company only if this person should be its primary contact.

4. Choose Add contact and check the saved record in the company’s contact list.

You can add other details later. Check email and company association before contacting the person.

Import company contacts from CSV

1. Open the intended company profile and choose More options → Import contacts in its header.

2. Use Download CSV template if needed. The import requires first name, last name, and email; additional columns can be mapped after upload.

3. Upload the CSV and complete Map fields. Check column mappings and confirm the contacts belong to this company.

4. Choose Import … contacts. After Import complete, check the contact list and review any errors before retrying.

If Import contacts is missing, ask an administrator to check your company-management access.

Review and edit profiles

Company and contact profiles use Details, Timeline, Notes, Emails, and Events. A company can also show Jobs, Contacts, Documents, and Career page, depending on its type and enabled features.

Use Edit profile, Edit address, Edit schedule, or Edit contact for individual sections, or More options → Edit company for company setup. Save changes. If company details differ from the linked primary contact, review the difference before updating.

Email, events, and Outreach

Use Write email or Emails. Check the recipient, sender, subject, and body before sending. Add a missing contact email first.

Use Events or Schedule event to review attendees and calendar settings. For Add to sequence, review the Outreach audience and sequence before starting.

If a change fails

Check required fields, company association, and the displayed error. For imports, review columns and mappings. For communication, check the contact’s email and email/calendar connection. Use Retry for loading errors or contact support with the action and error.

Email setup · Contact support