Manage companies, contacts, and notes

Before you start

Open the workspace where the relationship belongs and make sure you have access to Clients. Companies, contacts, and deals are workspace records. Start with a company when you want its history and related work in one place.

Build a company record

1. Under Clients, open Companies and use the new-company action.
2. Enter the company’s details and save the record. Add what you know now; you can edit the record later.
3. Open the company page to review its activity and related records.

Add people and notes

1. Use Contacts in Clients, or the company’s Contacts tab, to add a person and associate them with the company.
2. Open the company’s Notes tab to capture what you saw on the walkthrough or what was agreed on the call.
3. Link a company note to a project when the note belongs with a specific job.
4. Favorite a note you want to return to often.

Contacts are managed through lists and slide-out forms. Click an editable cell for a quick change; click the name to open its details. The company page brings those people together with the wider relationship.

Find related work

Use the company page’s Deals and Projects tabs to see the work connected to the relationship. Review Activity to understand recent changes. When an opportunity is ready, create a deal; after it is won, you can start a linked project.

Find and edit existing records

Use Archive to find archived records. Archived rows are read-only until restored. If a related record is missing, check its company association, workspace, and the active filters before recreating it.