Group leads and deals under the businesses and people you actually deal with.
Steps
- 01
When to use Companies
If you sell to businesses (B2B), create a Company record to group every contact, lead, and deal tied to that business in one place.
- 02
When to use Contacts
A Contact is a specific person — useful when a company has several people you talk to (owner, manager, accountant).
- 03
Link them together
Open a Lead or Deal → Link company/contact. Once linked, all their activity shows in one timeline.