CRM Contacts
Linking a contact to a company
Attaching a contact to the business they work for, creating that business from the contact, and what linking unlocks.
Last updated October 14, 2026
A contact on their own is a name. Linked to a company, they become part of an account — with everyone else who works there, the deals in play, and the whole history in one place.
Linking an existing company
Open the contact and set the company on the Company Details card. Search by name — the list covers the companies in this tribe.
Creating the company from the contact
When the business is not in the CRM yet, Create company on the contact builds it from what you already have and links the two in one step. Confirm the company name it suggests before you save — it is taken from the contact and is not always what the business calls itself.
Changing or removing the company
To move a contact to a different business, open the contact, select Edit Profile, choose the new company in the Company field and save. The contact then shows the new company's name in the contacts list and in search. To take a contact off a company altogether, clear the Company field and save. The old company name is removed from the contact as well, so it no longer appears beside them in the contacts list or in search results. The company itself is not deleted; it stays in the Companies list with its other contacts.
A contact you take off a company stays without one until you link them again. The CRM normally links contacts to companies in two ways: from their business name, in an overnight pass, and from their email domain, whenever their email address changes. It leaves a contact you have unlinked out of both, even if you later type a business name or change their email address, and it will not create a new company from the name. Marking the contact as a lead, or importing them as a lead, does not link them either. To attach them to a company, choose it in the Company field or use Create company.
What linking gives you
- Every colleague at that business, on one page.
- Account-level history: the company's communications card rolls up everyone's.
- Sales and opportunities against the account rather than one person.
- A record that survives your contact leaving their job.