Overview
Store company-level customer, prospect, partner, and vendor information used across sales and service work.
Main purposeStore company-level customer, prospect, partner, and vendor information used across sales and service work.
Important areasCompany list, details, owner, business type, industry, contact links, activity, comments.
Business valueA clean company record gives sales and service users one reliable place to understand an organization.
Where To Find It
Common Path: Customers > Companies
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Companies represent organizations. Contacts represent people who work with those organizations.
- Deals, quotes, orders, cases, and tickets can link to a company so customer history stays connected.
- Company status and ownership help managers understand who is responsible for the account.
Main Areas
| Area | What It Is Used For |
|---|---|
| Company list | Search and review existing companies. |
| Company details | Shows business information and linked activity. |
| Owner | Shows who manages the relationship. |
| Activity and comments | Shows updates and discussion history. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Company name | The official or commonly used account name. | Keep it consistent to avoid duplicates. |
| Account number | Optional internal reference. | Use when your company tracks customer codes. |
| Website and phone | Primary contact channels for the organization. | Keep them current for customer-facing work. |
| Business type | Prospect, customer, partner, reseller, vendor, competitor, investor, or other. | Use to segment reports and lists. |
| Industry | The company market category. | Use for reporting and territory review. |
| Owner | Responsible QCRM user. | Set it when the account is assigned. |
Recommended Workflow
- Search the company list for the existing organization.
- Create a new company only if the organization is not already present.
- Enter the name, owner, business type, industry, and contact channels.
- Add description notes that help future users understand the account.
- Link contacts, deals, quotes, orders, cases, or tickets as work progresses.
Best Practice
- Use one naming convention for legal names, branch names, and abbreviations.
- Keep inactive companies instead of deleting them when history still matters.
- Review owner assignments regularly if accounts move between employees.
Troubleshooting
- If a company cannot be saved, check required fields such as name and owner.
- If a company is hard to find, try searching by phone, website, or account number.
- If linked records are missing, confirm you opened the correct company record.
FAQ
Should I create a company for an individual customer?
Use a contact when the person is the main record; create a company when business-level history matters.
Can one company have many contacts?
Yes. Use contacts for individual people and link them to the company.