CRM records
Businesses
Maintain organizations and their related people, deals, and activity
Businesses represents companies or organizations and acts as the shared parent context for contacts and revenue work
What this workspace includes
- Business list and search
- Business profile
- Related contacts
- Deals, activity, and documents
Complete workflow
- 1
Search first
Check for an existing organization
- 2
Create or update
Maintain identity and business information
- 3
Connect people and deals
Link related CRM work
- 4
Use the detail view
Review the full relationship
How records and settings behave
- A business can have multiple contacts
- Related deals preserve opportunity detail
- Groups can organize multiple businesses
Working effectively
- Use consistent legal or trading names
- Keep website and industry details current
- Review all related contacts before outreach
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Businesses?
Check for an existing organization
When is my work saved?
A business can have multiple contacts
How do I confirm the result?
Return to the related list or detail view and review its current status. Groups can organize multiple businesses