> For the complete documentation index, see [llms.txt](https://en.help.firstline.cc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://en.help.firstline.cc/feature/crm/bian-ji-gong-si.md).

# Company

The company feature lets you associate customers belonging to the same business or organization, centrally manage company identity information, and help the team organize, filter, and find customer data by company.

"Company" is used to record the business or organization to which a customer belongs, allowing CRM to go beyond a single customer record and further establish the relationship between customers and companies.

When there are multiple points of contact, different departments, or different roles within an enterprise customer, you can first create a company record and then add the relevant customers to the corresponding company. In this way, when searching and organizing data later, you can move beyond "who this customer is" to understand "which company they are associated with."

<figure><img src="https://842546780-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNRu7dk70ei7JV9HlW9%2Fuploads%2FTEfEU6GZipcotjvzMJkd%2FScreenshot%202026-09-03%20at%2015-45-23.png?alt=media&#x26;token=93011c0e-48b1-4684-bb17-faae86ede4a8" alt=""><figcaption></figcaption></figure>

## When is the company feature suitable to use?

If your service scenario is mainly B2B customers, or if one company usually has multiple contacts, the company feature is especially suitable for organizing such relationships, for example:

* One company has multiple contacts for customer service, purchasing, finance, or management.
* There is a lot of customer data, and you need to quickly categorize or filter by company.
* You want to use company names, company numbers, or domains to help identify enterprise customers.
* The same customer may be related to more than one company or organization.

The purpose of company records is not to replace customer records, but to provide a higher-level way to categorize and relate them. Customers still retain their own names, contact information, and other CRM details, while companies help the team understand the organizational relationships among these customers.

{% hint style="info" %}
Companies and customers are related data. After creating a company, you still need to establish the relationship between customers and the company in order to organize related customers through the company in CRM.
{% endhint %}

<figure><img src="https://3300265106-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNRu7dk70ei7JV9HlW9%2Fuploads%2FgJVlQ6HK6JTp5jLelZvA%2Fcompany-intro.png?alt=media&amp;token=f0adb8dd-e95c-486f-90fe-5a28d4102cd7" alt=""><figcaption></figcaption></figure>

## What does company data include?

When creating or editing a company, you can maintain the following data:

| Field              | Purpose                                                                                                                                                                                                 |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Company name**   | The company's primary identifying name, required when creating a record. It cannot be the same as another company's name in the system.                                                                 |
| **Company number** | A unique number used to identify the company, such as a business registration number; if the company already has another internal company ID, you can also use it according to actual management needs. |
| **Domain**         | Set the email domain used by the company to help the system determine the relationship between a customer's email and the company. You can set one or more domains as needed.                           |
| **Notes**          | Record supplementary information related to the company for the team to review later.                                                                                                                   |

### Company name and company number

The company name is required identifying information when creating a company, and each company must use a different name.

The company number is an optional field, but if filled in, it cannot be the same as another company's number. Therefore, if the company already has a unified number, customer number, or another stable company identifier, it is recommended to put it in the company number field to avoid identifying companies by name alone.

### What is the purpose of a domain?

A domain can be used to record the company's email domain, for example:

> example.com

After setting it, this information can be used to help determine the relationship between a customer's email and the company.

For example, when a company uses a fixed corporate email domain, the domain information can serve as one basis for identifying the company. For B2B customers with multiple contacts, this is often easier for organizing customer data than looking only at names.

## How do you manage companies?

After entering the company management page, you can view the company records that have already been created. The list shows the company name, company number, number of customers, and creation time, making it easy to quickly confirm the current company data and the number of related customers.

You can add a company from the list, or choose an existing company to edit.

After creating or modifying a company, it is recommended to confirm whether the related customers have been correctly associated with the company, because the company itself is only business data; what allows CRM to organize customers by company is the "relationship between customers and companies."

## How do companies and customers work together?

In customer records, you can select the company to which the customer belongs. The system saves this information as a company relationship, so the same customer can be linked to multiple companies based on actual business relationships.

After the relationship is established, company data can be used as an organizing condition in CRM. For example, when you need to find customers related to a specific company, you can filter customers by company criteria instead of searching each contact's name or email one by one.

For example,**Company A**may simultaneously have a purchasing contact, Mr. Wang, a finance contact, Ms. Chen, and a technical contact, Mr. Lin. These three are still separate customer records in CRM, but all can be associated with the same "Company A."

Later, when you need to find customers related to Company A, you can directly see from the company record which people are related to this company, without searching each contact one by one, and it is also easier to understand the relationships among different departments and roles within the same company.

For B2B teams, this management approach can organize enterprise relationships that were originally spread across different customer records, making it easier for customer service, sales, or other service staff to switch from the perspective of a "single contact" to that of the "entire company" when understanding customers.

This management approach is especially suitable for the following scenarios:

* Find all customers related to a specific company.
* Organize different departments or contacts of the same company together.
* Create subsequent customer filtering or operational workflows based on company conditions.
* When a customer changes role or a new contact is added, still retain clear company-level data.

## Recommended data management practices

### Prioritize stable company identifiers

If a company may have an abbreviation, brand name, or names in different languages, relying on the company name alone can easily lead to duplicates or confusion. If a unified number or internal company number is available, it is recommended to maintain it as well.

### Only enter domains that truly belong to the company

Shared email services or personal email domains, such as Gmail or Yahoo, usually cannot represent a specific company and are not suitable as a basis for company identification.

### Maintain company and customer data separately

Put company-level information in company records; keep the names, phone numbers, email addresses, and other personal information of individual contacts in customer records. In this way, when contacts change, you do not need to repeatedly create the company's basic data.

### Regularly check for duplicate companies

If multiple team members maintain the CRM, it is recommended to search first before creating a company to see whether the same company already exists, and to confirm the company name and company number first to avoid splitting the same company into multiple records.

## Notes

* The company name is required and cannot duplicate an existing company.
* The company number is optional, but if entered, it cannot duplicate an existing company.
* A company can have multiple domains.
* Customers and companies are separate records; creating a company does not mean the system will automatically add all existing customers to that company.
* The same customer can be linked to multiple companies based on the actual relationship.
* If company data is already being used in daily CRM operations, before changing the name, number, or domain, it is recommended to first confirm whether it will affect the team's existing search and data management habits.

The real value of the company feature is not just having one more company list, but organizing the business relationships scattered across different customers. When company data and customer relationships are maintained completely, the team can more easily switch from a single-contact perspective to an enterprise-customer perspective, which is especially helpful for B2B customer management.