Help Center

Companies Module

The Companies module helps you manage business accounts in LeadCenter by tracking company details, linking multiple contacts to the same company, and viewing related deals and activity in one place.

Note: The Companies module is available when B2B Mode is enabled for your account.

Access Companies

1. From the Sales Dashboard left menu, click Companies.
2. You’ll see your full companies list with search and filters.

Companies List Page

From the companies list, you can:

• Search by company name, email, phone, or website.
• Filter by Category, Status, and Owner.
• Use Actions (top-right) to:
  • Add company
  • Download CSV
  • Upload CSV

Create a Company

1. Go to Companies.
2. Click Actions (top-right).
3. Select Add company.
4. Enter the company details (at minimum, Company name is required).
5. Click Save.

Tip: You can add contact information (email/phone/website) and address fields during creation, or update them later from the company page.

View and Manage a Company

Click a company name from the list to open the Company Details page. From here you can view and manage:

• Contacts linked to the company
• Deals associated with the company
• Appointments and Tasks connected to company contacts
• Custom fields (if used in your setup)

Add Contacts to a Company

You can add contacts to a company from the company details page in either of these ways:

• Click Add contact inside the Contacts tab, or
• Click Actions (top-right) → Add contact

1. Open the company.
2. In the Contacts tab, click Add contact.
3. Select an existing contact from the Select contact dropdown.
4. (Optional) Turn on New contact if you want to create a new one.
5. Click Save.

Set a Primary Contact

If your company has multiple contacts, you can mark one as the primary.

1. Open the company → Contacts tab.
2. Find the contact you want to set as primary.
3. Click the contact’s three dots menu.
4. Select Make primary.

Remove a Contact from a Company

Removing a contact only removes the company association — it does not delete the contact.

1. Open the company → Contacts tab.
2. Click the contact’s three dots menu.
3. Select Remove from company.

Edit, Merge, or Delete a Company

From the company details page, click Actions (top-right) to manage the company:

• Edit — Update company fields
• Merge — Combine duplicate companies
• Delete — Remove the company record

Important: Deleting a company does not delete contacts — it removes the company record and its associations.

Need Help?

If you have questions about Companies or B2B setup, email us at support@leadcenter.ai.