Instance · CRM

Managing Companies

Last updated 2 November 2026

You can manage various aspects of a company's details, including activities, tasks, and relationships. Additionally, you can oversee the company's pipeline opportunities, e-commerce orders, and contacts. Furthermore, you can manage associated addresses, documents, and custom fields, ensuring comprehensive control over all company-related information.

On a company's page, the six work tabs are Event stream, Activities, Tasks, Opportunities, Contacts and Orders. Custom fields, Company info, Relationships, Addresses, Documents, Event sponsorships, Tickets, Alerts and System info are collapsible sections under Reference, below the tabs. They are not tabs. Company actions are in the three-dot menu in the company header: Add activity, Add opportunity, Add order, Add task, Add new contact, Assign existing contact, Configure metrics, Archive or Restore company, and Delete company.

This article consists of the following sections:

Updating company details
Managing activities
Viewing event stream details
Managing relationships
Managing opportunities
Viewing event sponsorships
Managing orders
Viewing tickets
Managing tasks
Managing contacts
Managing addresses
Managing documents
Custom fields
Managing alerts
Managing company info
System info
Archiving companies
Restoring companies
Deleting a company

Updating company details:

To update a company's details:

Navigate to the CRM from the main menu.
Select Companies.
Find the company you want to edit and select its View row action link.
Select EDIT.
Make your changes.
Select SAVE.

Managing activities

Please refer to a separate documentation, Managing Activities for more details.

Viewing event stream details

The event stream allows you to review significant data changes and updates that occurred to the company. To view the event stream:

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose event stream you want to view and select its View row action link.
Navigate to the 'Event Stream' tab.
Find the event whose details you want to view and select VIEW DETAILS.

Managing relationships

You can manage a company's relationships using the 'Relationships' section under Reference. Topics discussed in this section include the following:

Adding a relationship
Updating a relationship
Deleting a relationship

Adding a relationship

To add a relationship:

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose relationships you want to manage and select its View row action link.
Open the 'Relationships' section under Reference.
Select ADD RELATIONSHIP.
Fill out the form.
Select SAVE.

These are the input requirements and descriptions for adding a relationship to a company:

Input Label	Type	Required	Description
CRM Type	Radio Field	No	Type of CRM entity. Options include: Company Contact
Contact or Company	Dropdown Field	No	The CRM contact or company you want to associate this company with. The field is labeled Contact or Company, depending on the CRM Type you pick.
Relationship	Dropdown Field	No	Type of relationship the company has with the CRM entity. The available options are set using System Fields.
Add dates	Button	No	Select this button to show the Start Date/Time and End Date/Time fields.
Start Date/Time	Date and Time Field	No	When the relationship starts. This field appears after you select Add dates.
End Date/Time	Date and Time Field	No	When the relationship ends. This field appears after you select Add dates.
Notes	Text Area	No	Notes about the relationship.

Updating a relationship

To update a relationship:

Navigate to the CRM on the main menu.
Select Companies.
Find the company whose relationship you want to update and select its View row action link.
Open the 'Relationships' section under Reference.
Find the relationship you want to update and select its Edit row action link.
Make your changes.
Select SAVE.

Deleting a relationship

To delete a relationship:

Navigate to the CRM from the main menu.
Select Companies.
Find the company containing the relationship you want to delete and select its View row action link.
Open the 'Relationships' section under Reference.
Find the relationship you want to delete and select its Delete row action link.
Select Delete Relationship on the confirmation modal.

Managing opportunities

The pipeline opportunities that the company is associated with are displayed on the 'Opportunities' tab. Topics discussed in this section include the following:

Viewing an opportunity
Adding an opportunity

Viewing an opportunity

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose opportunity you want to view and select its View row action link.
Navigate to the 'Opportunities' tab.
Find the opportunity you want to view and select its View row action link.

Adding an opportunity

To add an opportunity:

Navigate to the CRM from the main menu.
Select Companies.
Find the company to which you want to add an opportunity and select its View row action link.
Navigate to the 'Opportunities' tab.
Select ADD OPPORTUNITY.
Fill out the forms for adding an opportunity.
Select ADD OPPORTUNITY.

Please refer to Creating a Pipeline Opportunity for the input details and requirements for adding an opportunity.

Viewing event sponsorships

To view the events sponsored by a company, open the 'Event sponsorships' section under Reference:

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose event sponsorships you want to view and select its View row action link.
Open the 'Event sponsorships' section under Reference.

You can filter the table by Category, End date and Status. Select Add event to add a sponsorship.

The event sponsorships table displays the following information:

Column	Description
Event Name	The name of the event.
Category	The sponsorship category.
Value	The sponsorship value before tax.
Tax	The tax amount applied to the sponsorship.
Total	The total sponsorship value including tax.
Event End Date	The date the event ends.
Status	The current status of the sponsorship.

Managing orders

You can manage a company's e-commerce orders using the 'Orders' tab. Topics in this section include the following:

Viewing an order
Adding an order

Viewing an order

To view an order:

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose orders you want to view and select its View row action link.
Navigate to the 'Orders' tab.
Find the order you want to view and select its View row action link.

Adding an order

To add an order:

Navigate to the CRM from the main menu.
Select Companies.
Find the company to which you want to add an order and select its View row action link.
Navigate to the 'Orders' tab.
Select ADD ORDER.
Fill out the forms for adding an order.
Select ADD ORDER.

Please refer to Adding an Order for the input requirements needed to add an order to a company.

Viewing tickets

The Tickets section displays all event tickets purchased by contacts associated with the company. This gives you a complete view of event participation linked to the company.

To view tickets:

Navigate to the CRM from the main menu.
Select Companies.
Select the company you want to view.
Open the 'Tickets' section under Reference.

The tickets table displays the following information:

Column	Description
Event Name	The name of the event the ticket is for.
Contact	The contact who purchased the ticket.
Ticket Details	Details about the ticket.
Ticket Number	The unique ticket number.
Ticket Type	The type or tier of the ticket.
Price	The price of the ticket.

Managing tasks

You can manage a company's tasks on this tab. Topics discussed in this section include the following:

Adding a task
Updating a task
Completing a task
Reopening a task
Deleting a task

Adding a task

To add a task:

Navigate to the CRM from the main menu.
Select Companies.
Find the company to which you want to add a task and select its View row action link.
Navigate to the 'Tasks' tab.
Select ADD TASK.
Fill out the form for adding a task.
Select ADD TASK.

These are the input requirements and descriptions for adding a task to a company

Input Label	Type	Required	Description
Task Relationship Category	Dropdown Field	No	The category you want to assign the task to. For example, you can select 'Company' to assign a task to a company or 'Opportunity' to assign the task to an opportunity in the pipeline.
Related Record	Dropdown Field	No	Related record the task is associated with. If you select 'CRM Contacts' in the 'Task Relationship Category' field, the options include the list of all CRM contacts in the Instance. Conversely, if you select 'Opportunity' in the 'Task Relationship Category' field, the options include the list of all opportunities in the pipeline.
Task Name	Input Field	Yes	Name of the task.
Description	Text Area	No	Description of the task.
Assigned To	Dropdown Field	No	Administrator to whom the task is assigned.
Due Date	Date Field	No	Due date of the task.

Updating a task

To update a task:

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose task you want to update and select its View row action link.
Navigate to the 'Tasks' tab.
Find the task you want to update and select its overflow menu ().
Select Edit task.
Make your changes.
Select SAVE.

Completing a task

To mark a task as completed:

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose task you want to mark as complete and select its View row action link.
Navigate to the 'Tasks' tab.
Find the task you want to complete and select its overflow menu ().
Select Mark As Completed.

Reopening a task

To reopen a completed task:

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose task you want to reopen and select its View row action link.
Navigate to the 'Tasks' tab.
Select the 'Status' filter, then select Completed.
Find the task you want to reopen and select its overflow menu ().
Select Reopen Task.

Deleting a task

To delete a task:

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose task you want to delete and select its View row action link.
Navigate to the 'Tasks' tab.
Find the task you want to delete and select its overflow menu ().
Select Delete Task.
Finalize the deletion of the task using the confirmation modal.

Note

Please refer to Tasks for more details on managing tasks.

Managing contacts

You can use this tab to manage contacts assigned to a company. Topics in this section include the following:

Assigning contacts
Removing contacts

Assigning contacts

To assign contacts:

Navigate to the CRM from the main menu.
Select Companies.
Find the company to which you want to assign a contact and select its View row action link.
Navigate to the 'Contacts' tab.
Select ASSIGN CONTACTS.
Select the contacts you want to assign to the company.
Select ASSIGN CONTACTS.

To create a new contact and assign it to the company in one step, select Create contact and assign in step 5 instead.

Removing contacts

To remove contacts:

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose contact you want to unassign and select its View row action link.
Navigate to the 'Contacts' tab.
Find the contact you want to unassign from the company and select its Remove row action link.
Finalize the removal of the contact using the confirmation modal.

Managing addresses

Use this section to manage the addresses associated with the company. Topics discussed in this section include:

Adding an address
Updating an address
Deleting an address

Adding an address

To add an address:

Navigate to the CRM from the main menu.
Select Companies.
Find the company to which you want to add an address and select its View row action link.
Open the 'Addresses' section under Reference.
Select ADD ADDRESS.
Fill out the form for adding an address to a company.
Select ADD ADDRESS.

These are the input requirements and descriptions for adding an address to a company:

Input Label	Type	Required	Description
Default Address	Toggle	No	Toggle this option to 'true' if you want to set the address you are adding as the default address.
Address Label	Input Field	Yes	Label used for the address. Example: 'Headquarters,' 'Main Office,' etc.
Search Address	Input Field	No	This field is used for searching an address. If a valid address is selected, the rest of the fields on this form are auto-filled.
Address 1	Input Field	No	Address (line 1).
Address 2	Input Field	No	Address (line 2).
Address 3	Input Field	No	Address (line 3).
City	Input Field	Yes	The city where the address is located.
County	Input Field	No	The county where the address is located.
District	Input Field	No	The district where the address is located.
Suburb	Input Field	No	The suburb where the address is located.
State	Input Field	No	The state where the address is located.
Country	Dropdown Field	No	The country where the address is located.
Country Code	Dropdown Field	No	The country code of the address.
Postal code	Input Field	Yes	The postal code of the address.

Updating an address

To update an address:

Navigate to the CRM from the main menu.
Select Companies.
Find the company with the address you want to update and select its View row action link.
Open the 'Addresses' section under Reference.
Find the address you want to update and select EDIT.
Make your changes.
Select SAVE.

Deleting an address

To delete an address:

Navigate to the CRM from the main menu.
Select Companies.
Find the company containing the address you want to delete and select its View row action link.
Open the 'Addresses' section under Reference.
Find the address you want to delete and select DELETE
Finalize the address deletion on the confirmation modal.

Managing documents

Use this section to manage the documents related to a company. Topics in this section include the following:

Adding a document
Updating a document
Deleting a document

Adding a document

To add a document:

Navigate to the CRM from the main menu.
Select Companies.
Find the company to which you want to add a document and select its View row action link.
Open the 'Documents' section under Reference.
Select ADD DOCUMENT.
Fill out the form for adding a document.
Select ADD DOCUMENT.

These are the input requirements and descriptions for adding a document to a company:

Input Label	Type	Required	Description
Document Label	Input Field	Yes	Label of the document.
File	File Picker	Yes	The document file to be uploaded.
Notes	Text Area	No	Notes about the document.

Updating a document

To update a document:

Navigate to the CRM from the main menu.
Select Companies.
Find the company containing the document you want to update and select its View row action link.
Open the 'Documents' section under Reference.
Find the document you want to update and select its EDIT link.
Make your changes.
Select SAVE.

Deleting a document

To delete a document:

Navigate to the CRM from the main menu.
Select Companies.
Find the company containing the document you want to delete and select its View row action link.
Open the 'Documents' section under Reference.
Find the document you want to delete and select its DELETE link.
Finalize the document deletion using the confirmation modal

Custom fields

Use this section to manage the custom fields associated with a company. To edit a company's custom fields:

Navigate to the CRM from the main menu.
Select Companies.
Find the company containing the custom field you want to update and select its View row action link.
Open the 'Custom fields' section under Reference.
Select EDIT.
Make your changes.
Select SAVE.

Please refer to CRM Custom Fields for more details on managing custom fields.

Managing alerts

Use this section to manage the alerts for a company. Topics in this section include the following:

Adding an alert message
Updating an alert message
Deleting an alert message

Adding an alert message

To add an alert message:

Navigate to the CRM from the main menu.
Select Companies.
Find the company to which you want to add an alert message and select its View row action link.
Open the 'Alerts' section under Reference.
The Alerts section has two cards: View alert message and Edit alert message. On the card you want, select its Add button, for example Add view alert message.
Fill out the form for adding an alert message.
Select ADD ALERT MESSAGE.

These are the input requirements and descriptions for adding an alert message:

Input Label	Type	Required	Description
Show View Alert Message	Toggle	No	Turn this on to show the message whenever a user views a company.
View Alert Message	HTML Editor	No	Message shown to the user whenever they view a company.
Show Edit Alert Message	Toggle	No	Turn this on to show the message whenever a user edits a company.
Edit Alert Message	HTML Editor	No	Message shown to the user whenever they edit a company.

Updating an alert message

To update an alert message:

Navigate to the CRM from the main menu.
Select Companies.
Find the company containing the alert you want to update and select its View row action link.
Open the 'Alerts' section under Reference.
Find the alert message you want to update and select its EDIT link.
Make your changes.
Select SAVE.

Deleting an alert message

To delete an alert message:

Navigate to the CRM from the main menu.
Select Companies.
Find the company containing the alert you want to delete and select its View row action link.
Open the 'Alerts' section under Reference.
Find the alert message you want to delete and select its Delete action.
Select Delete Alert Message on the confirmation modal.

Managing company info

This section allows you to store data in any structure unique to the company. Topics in this section include the following:

Adding company info
Updating company info
Deleting company info

Adding company info

To add company info:

Navigate to the CRM from the main menu.
Select Companies.
Find the company to which you want to add company info and select its View row action link.
Open the 'Company info' section under Reference.
Select ADD COMPANY INFO.
Fill out the form for adding company info.
Select ADD COMPANY INFO.

These are the input requirements and descriptions for adding company info to a company:

Input Label	Type	Required	Description
Company Info Label	Input Field	Yes	Label for the company info.
Attribute	Input Field	No	Attribute of the company info.
Value	Text Area	No	Value of the company info.

Updating company info

To update company info:

Navigate to the CRM from the main menu.
Select Companies.
Find the company containing the company info you want to update and select its View row action link.
Open the 'Company info' section under Reference.
Find the company info you want to update and select its EDIT link.
Make your changes.
Select SAVE.

Deleting company info

To delete company info:

Navigate to the CRM from the main menu.
Select Companies.
Find the company containing the company info you want to delete and select its View row action link.
Open the 'Company info' section under Reference.
Find the company info you want to delete and select its DELETE link.
Finalize the deletion of the company info on the confirmation modal.

System info

Insites allows you to access details about the CRM company, including the creation date, last update timestamp, and the user responsible for the latest modification. This information is available in the 'System info' section under Reference. To view this section:

Navigate to the CRM from the main menu.
Select Companies.
Find the company whose system info you want to view and select its View row action link.
Open the 'System info' section under Reference.

Archiving companies

Archiving companies allow you to move company data to a place that is out of view but still retrievable. This action allows you to store data that is not actively being used for future reference while freeing the system of clutter.

There are three ways of archiving companies in the CRM:

Archiving a company on the 'Companies' page.
Bulk-archiving companies.
Archiving a company using its 'View' page.

Archiving a company on the 'Companies' page

Follow the steps below to archive a company on the 'Companies' page.

Navigate to the CRM from the main menu.
Select Companies.
Find the company you want to archive and select its Archive row action link.
Finalize archiving the company on the confirmation modal.

Bulk-archiving companies

To bulk-archive companies:

Navigate to the CRM from the main menu.
Select Companies.
Select the companies you want to archive using their checkboxes. Ticking the topmost checkbox selects all companies.
Select Bulk Actions , then choose Archive.
Select APPLY.
Finalize archiving the companies on the confirmation modal.

Archiving a company using its 'View' page

To archive a company using its 'View' page:

Navigate to the CRM from the main menu.
Select Companies.
Find the company you want to archive and select its View row action link.
Open the company actions menu (the three-dot button in the company header), then select Archive company.
Finalize archiving the company on the confirmation modal.

Note

Note: Archiving a company will not delete its contacts, but will unassign the company from them.

Restoring companies

You can restore companies using the following methods:

Restoring a company
Restoring multiple companies
Restoring a company from its page

Restoring a company

To restore a company:

Navigate to the CRM from the main menu.
Select Companies.
Select the page 'Filter' ().
Select ADD FILTER.
Select 'Archived' from the 'Field' field.
Select 'Is' from the 'Condition' field.
Toggle the 'Value' field to 'True'.
Select SAVE.
Find the company you want to restore and select its Restore row action link.
Finalize the restoration of the company using the confirmation modal.

Restoring multiple companies

To restore multiple companies:

Navigate to the CRM from the main menu.
Select Companies.
Select the page filter().
Select ADD FILTER.
Select 'Archived' from the 'Field' field.
Select 'Is' from the 'Condition' field.
Toggle the 'Value' field to 'True'.
Select SAVE.
Select the companies you want to restore using their checkboxes. Ticking the topmost checkbox selects all companies.
Select Bulk Actions , then Restore.
Select APPLY.
Finalize the restoration of the companies using the confirmation modal.

Restoring a company from its page

An archived company shows an 'Archived' banner with a Restore button. To restore a company from its page:

Navigate to the CRM from the main menu.
Select Companies.
Select the page 'Filter' ().
Select ADD FILTER.
Select 'Archived' from the 'Field' field.
Select 'Is' from the 'Condition' field.
Toggle the 'Value' field to 'True'.
Select SAVE.
Find the company you want to restore and select its View row action link.
Select Restore on the 'Archived' banner. You can also open the company actions menu and select Restore company.
Finalize the restoration of the company using the confirmation modal.

Deleting companies

Deleting company data permanently removes the company's data from the CRM. This action clears up valuable storage space and allows the system to comply with data privacy and security regulations, such as when dealing with data under GDPR.

Company data can be deleted using one of two ways:

Deleting a company
Deleting multiple companies

Important

Please note that deleting a company is permanent and cannot be undone.

Deleting a company

To delete a company:

Navigate to the CRM from the main menu.
Select Companies.
Select the company you want to delete.
Select the Delete option.
Review the deletion summary, which shows what data will be permanently deleted and what data will be retained.
Type DELETE in the confirmation field.
Select DELETE COMPANY to confirm.

When deleting a company, the following data is permanently removed:

Company details
Alert messages

The following data is retained and not deleted:

Addresses
Activities
Company contacts
Company info
Custom field values
Documents
Event sponsorships
Event stream
Opportunities
Orders
Relationships
Tasks
Tickets

All contacts assigned to the company will be unassigned.

Deleting multiple companies

To delete multiple companies:

Navigate to the CRM from the main menu.
Select Companies.
Select the companies you want to delete using their checkboxes. Ticking the topmost checkbox selects all companies.
Select Bulk Actions , then choose Delete.
Select APPLY.
Finalize the deletion of the companies on the confirmation modal.