What businesses track
Each business record stores:- Name — The company or organization name (required)
- Website — Company website URL
- Industry — The business sector
- Tax ID — Federal tax identification number
- Email — Business email address
- Phone — Business phone number
- Address — Business physical address
- Additional info — Free-text field for notes about the business
- Tags — Categorize businesses with tags
- Custom fields — Additional fields configured by your team
- Profile picture — Company logo or image
How businesses connect to other records
Businesses connect to your data in two ways:- Other contacts — A contact can be linked directly to a business. For example, linking your CPA contact to their accounting firm.
- Employment — People (within households or contacts) can have employment records that tie them to a business. This tracks current and past positions.
What you can do from a business record
From a business detail page, you can:- Tasks — Create and manage tasks related to this business
- Notes — Document information and conversations
- Phone — View call history (when a phone integration is connected)
- Details — View and edit business information inline
- Comments — Add internal team comments
- Related records — View records linked to this business
The business list page
Click Businesses in the sidebar to view all businesses in your book. The list page supports:- Search — Find businesses by name
- Filters — Filter by tags and other criteria
- Multi-select — Select multiple businesses for bulk actions
- Data views — Save custom filtered and sorted views