Quick Answer
What does the Company tab do in BizStackPro?
The Company tab lets you create business-level records and associate multiple contacts with the same organization. You can store company information, manage linked contacts, add tasks and notes, create custom company fields, and optionally create companies automatically from a contact's Business Name field.
What the Company Tab Does
When several contacts belong to the same organization, managing everything only at the individual-contact level can make the relationship between those people harder to see.
The Company tab helps you manage organizations as separate business records inside the CRM.
Instead of repeating company-wide details across several contacts, you can store business information on the company record and connect the appropriate contacts to it.
Company records can also provide a place for account-level tasks, notes, custom fields, and other information related to the organization.
One company can have multiple contacts
Use the Associations area of a company record to connect multiple people to the same business while keeping the individual contact records intact.
Companies at a Glance
Before You Begin
Decide what business information belongs on the company record and which contacts should be connected to it.
- Sign in to your BizStackPro account.
- Confirm you have permission to create or edit companies.
- Know the company name and any business details you want to store.
- Identify the contacts that belong to the company.
- Decide whether company-specific custom fields are needed.
- Consider whether automatic company creation from Business Name should be enabled.
Step 1: Add a New Company
Create the company record before connecting contacts and adding business-level information.
Open Companies
Go to Contacts → Companies.
Create the Company
Click + New Company.
Enter Company Information
Enter the company details. At minimum, Company Name is required.
Other common fields can include phone, email, website, address, and a description.
Save the Company
Review the information and click Save.
Can't see + New Company?
The original guide states that company creation and editing may require admin permissions. If the button is unavailable, contact the account administrator about access.
Step 2: Edit or Update Company Information
Open the company from the Companies list, update the appropriate fields in the company record or side panel, and click Save to apply the changes.
Step 3: Add Contacts to a Company
Use the Associations area to connect one or more existing contacts to the company record.
Open the Company Record
Select the company you want to manage.
Open Associations
Use the Associations pane or icon available on the company record.
Select the Contacts
Choose one or more contacts that should be connected to the company.
Save the Associations
Click Save. The linked contacts will then appear in the company's contact area or sub-tab.
Step 4: Auto-Create Companies from Business Name
If you want company records created automatically from contact information, go to Settings → Companies and enable automatic company creation from the contact Business Name field.
The original guide also notes that some accounts provide an option to apply this behavior retroactively to existing contacts.
Step 5: Use Tasks, Notes, and Company Tools
Tasks
Use the available task control inside a company record to create and manage follow-ups tied to the business account.
Notes
Store internal context, account history, or team handoff information directly on the company record.
Custom List View
Adjust the Companies list so the columns most useful to your workflow are easier to see.
Advanced Filters
Filter companies using standard company information or custom fields.
Sorting
Sort the Companies list by fields such as name, city, or available custom fields.
Custom Fields
Go to Settings → Custom Fields to create company fields that match the information your business needs to track.
Deleting a Company
From Contacts → Companies, select the company and use Delete to remove the company record.
Deleting a company does not delete its contacts
Removing the company record does not delete the contacts associated with it. Those contact records remain in the CRM.
Company Management Best Practices
Frequently Asked Questions
Can I add multiple contacts to a single company?
What happens if I delete a company?
How do I enable automatic company creation from the "Business Name" field?
Can I customize the company fields?
Why can't I see the "New Company" button?
Continue Learning
Continue learning how company records connect with contacts, tasks, and related CRM information.
