The Companies feature in GHL Customer Care allows you to manage your business relationships at the company level, rather than solely focusing on individual…
2 min read495 words6 explained imagesUpdated Thu, 9 Jan, 2025 at 6:23 AM
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The Companies feature in GHL Customer Care allows you to manage your business relationships at the company level, rather than solely focusing on individual contacts. This feature is particularly helpful for organizations that deal with multiple contacts within the same company or need a consolidated view of interactions and tasks related to a business entity.
Feature 1 - Create, Edit, and Save Company Details
Feature 1 - Create, Edit, and Save Company Details (image 1 of 6)What this shows The Companies feature in GHL Customer Care allows you to manage your business relationships at the company level, rather than solely…What this showsIllustrates the "Feature 1 - Create, Edit, and Save Company Details" section of "Getting Started with Companies".This screenshot appears in the "Feature 1 - Create, Edit, and Save Company Details" section of "Getting Started with Companies". The text alongside this image reads: The Companies feature in GHL Customer Care allows you to manage your business relationships at the company level, rather than solely focusing on individual contacts. This feature is particularly helpful for organizations that deal with multiple contacts within the same company or need a consolidated…. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: You can easily add new companies to your database or update details for existing records. You can store essential information such as.Image 1 of 6What this coversThe Companies feature in GHL Customer Care allows you to manage your business relationships at the company level, rather than solely focusing on individual contacts. This feature is particularly helpful for organizations that deal with multiple contacts within the same company or need a consolidated view of interactions and tasks related to a business entity.
Fields in this part of the guideCompany NamePhone NumberEmail AddressWebsiteAddress (including State, City, Postal Code, and Country)Description of the company
Next stepYou can easily add new companies to your database or update details for existing records. You can store essential information such as:
Example values
Company Name
Priya Raman
Phone Number
+1 312 847 1928
Email Address
priya.raman@northgatedental.com
Website
https://northgatedental.com
Address (including State, City, Postal Code, and Country)
4180 W Belmont Ave
Description of the company
Northgate Dental
Illustrative values showing the expected format. They are not read from the screenshot.
All 6 steps in this procedure
Company Name
Phone Number
Email Address
Website
Address (including State, City, Postal Code, and Country)
Description of the company
You can easily add new companies to your database or update details for existing records. You can store essential information such as:
Company Name
Phone Number
Email Address
Website
Address (including State, City, Postal Code, and Country)
Description of the company
This ensures that all critical business details are stored in one place, accessible to your team whenever needed.
Feature 2 - Create and Manage Custom Fields
Feature 2 - Create and Manage Custom Fields (image 2 of 6)What this shows This ensures that all critical business details are stored in one place, accessible to your team whenever needed.What this showsIllustrates the "Feature 2 - Create and Manage Custom Fields" section of "Getting Started with Companies".This screenshot appears in the "Feature 2 - Create and Manage Custom Fields" section of "Getting Started with Companies". The text alongside this image reads: This ensures that all critical business details are stored in one place, accessible to your team whenever needed. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: The Companies feature allows you to create custom fields tailored to your business needs. This flexibility ensures that you can track additional data points, such as.Image 2 of 6What this coversThis ensures that all critical business details are stored in one place, accessible to your team whenever needed.
Fields in this part of the guideIndustry typeRevenue rangeNumber of employees
Next stepThe Companies feature allows you to create custom fields tailored to your business needs. This flexibility ensures that you can track additional data points, such as:All 3 steps in this procedure
Industry type
Revenue range
Number of employees
The Companies feature allows you to create custom fields tailored to your business needs. This flexibility ensures that you can track additional data points, such as:
Industry type
Revenue range
Number of employees
Custom fields are easy to create, edit, and update, helping you personalize the information you track for different companies.
Feature 3 - Customize the List View
Feature 3 - Customize the List View (image 3 of 6)What this shows Custom fields are easy to create, edit, and update, helping you personalize the information you track for different companies.What this showsIllustrates the "Feature 3 - Customize the List View" section of "Getting Started with Companies".This screenshot appears in the "Feature 3 - Customize the List View" section of "Getting Started with Companies". The text alongside this image reads: Custom fields are easy to create, edit, and update, helping you personalize the information you track for different companies. Immediately after, the guide continues: The List View offers a comprehensive snapshot of your companies. You can customize this view using the Manage Fields option, deciding which columns to display. For example, you can include or exclude fields like "Website" or "State" to….Image 3 of 6What this coversCustom fields are easy to create, edit, and update, helping you personalize the information you track for different companies.
Buttons and menus referencedManage Fields
Next stepThe List View offers a comprehensive snapshot of your companies. You can customize this view using the Manage Fields option, deciding which columns to display. For example, you can include or exclude fields like "Website" or "State" to match your requirements. This ensures that you see only the most relevant information at a glance.
The List View offers a comprehensive snapshot of your companies. You can customize this view using the Manage Fields option, deciding which columns to display. For example, you can include or exclude fields like "Website" or "State" to match your requirements. This ensures that you see only the most relevant information at a glance.
Feature 4 - Advanced Filters
Feature 4 - Advanced Filters (image 4 of 6)What this shows The List View offers a comprehensive snapshot of your companies.What this showsIllustrates the "Feature 4 - Advanced Filters" section of "Getting Started with Companies".This screenshot appears in the "Feature 4 - Advanced Filters" section of "Getting Started with Companies". The text alongside this image reads: The List View offers a comprehensive snapshot of your companies. You can customize this view using the Manage Fields option, deciding which columns to display. For example, you can include or exclude fields like "Website" or "State" to match your requirements. This ensures that you see only the…. Immediately after, the guide continues: The Advanced Filters feature helps you narrow down company records based on specific criteria. Filters can be applied to standard fields like "City" and "Email," or custom fields you create. This makes it easy to find exactly what you….Image 4 of 6What this coversThe List View offers a comprehensive snapshot of your companies. You can customize this view using the Manage Fields option, deciding which columns to display. For example, you can include or exclude fields like "Website" or "State" to match your requirements. This ensures that you see only the most relevant information at a glance.
Buttons and menus referencedAdvanced Filters
Next stepThe Advanced Filters feature helps you narrow down company records based on specific criteria. Filters can be applied to standard fields like "City" and "Email," or custom fields you create. This makes it easy to find exactly what you need, such as companies located in a particular state or those in a specific industry.
The Advanced Filters feature helps you narrow down company records based on specific criteria. Filters can be applied to standard fields like "City" and "Email," or custom fields you create. This makes it easy to find exactly what you need, such as companies located in a particular state or those in a specific industry.
Feature 5 - Sorting
Feature 5 - Sorting (image 5 of 6)What this shows The Advanced Filters feature helps you narrow down company records based on specific criteria.What this showsIllustrates the "Feature 5 - Sorting" section of "Getting Started with Companies".This screenshot appears in the "Feature 5 - Sorting" section of "Getting Started with Companies". The text alongside this image reads: The Advanced Filters feature helps you narrow down company records based on specific criteria. Filters can be applied to standard fields like "City" and "Email," or custom fields you create. This makes it easy to find exactly what you need, such as companies located in a particular state or those…. Immediately after, the guide continues: Effortlessly sort your company records to organize the data. You can sort by various fields, such as "Company Name," "City," or "State," ensuring you can quickly locate the companies most relevant to your tasks.Image 5 of 6What this coversThe Advanced Filters feature helps you narrow down company records based on specific criteria. Filters can be applied to standard fields like "City" and "Email," or custom fields you create. This makes it easy to find exactly what you need, such as companies located in a particular state or those in a specific industry.Next stepEffortlessly sort your company records to organize the data. You can sort by various fields, such as "Company Name," "City," or "State," ensuring you can quickly locate the companies most relevant to your tasks.
Effortlessly sort your company records to organize the data. You can sort by various fields, such as "Company Name," "City," or "State," ensuring you can quickly locate the companies most relevant to your tasks.
Feature 6 - Search Across Standard and Custom Fields
Feature 6 - Search Across Standard and Custom Fields (image 6 of 6)What this shows Effortlessly sort your company records to organize the data.What this showsIllustrates the "Feature 6 - Search Across Standard and Custom Fields" section of "Getting Started with Companies".This screenshot appears in the "Feature 6 - Search Across Standard and Custom Fields" section of "Getting Started with Companies". The text alongside this image reads: Effortlessly sort your company records to organize the data. You can sort by various fields, such as "Company Name," "City," or "State," ensuring you can quickly locate the companies most relevant to your tasks. Immediately after, the guide continues: The Search functionality is robust, allowing you to find company records based on any standard or custom field. For example, you can search for companies by name, phone number, or even specific custom field values depending on the….Image 6 of 6What this coversEffortlessly sort your company records to organize the data. You can sort by various fields, such as "Company Name," "City," or "State," ensuring you can quickly locate the companies most relevant to your tasks.
Buttons and menus referencedSearch
Next stepThe Search functionality is robust, allowing you to find company records based on any standard or custom field. For example, you can search for companies by name, phone number, or even specific custom field values depending on the searchable fields set up for Companies. This feature ensures that no matter how large your database grows, finding the right information is always quick and easy.
The Search functionality is robust, allowing you to find company records based on any standard or custom field. For example, you can search for companies by name, phone number, or even specific custom field values depending on the searchable fields set up for Companies. This feature ensures that no matter how large your database grows, finding the right information is always quick and easy.
Examples of Use Cases
Sales Teams: Track potential clients and their details to streamline the sales pipeline.
Account Management: Maintain updated contact information for partners and vendors.
Marketing Teams: Segment companies by industry or location for targeted campaigns.
