A company record tracks an account you sell to or work with: its name, who owns the relationship, and the people, tasks, and notes tied to it. You only need a name to create one; everything else can wait.
- Click Companies in the sidebar.
- Click New company in the top right.
- Type the company's name into Name. This is the only required field.
- Select an Account Owner if you want to assign the account to a teammate.
- Fill in Domains, LinkedIn, or toggle ICP if you already know them. You can add these later.
- Click Create.
The company appears in your Companies list right away. Open it to link the people who work there, log a task, or leave a note. Those live on the People, Tasks, and Notes tabs of the company record.
If you don't see the fields you expect
Your team may have added or removed fields for companies. Ask a workspace admin. Fields configured on the Custom Fields page show up on the create form automatically.