# Getting Started with Companies

> The Companies feature in GHL Customer Care allows you to manage your business relationships at the company level, rather than solely focusing on individual…

- Source: https://docs.ghlcustomercare.com/docs/companies/introduction-to-companies/getting-started-with-companies
- Section: Companies / Introduction to Companies
- Reading time: 2 min
- Images: 6, each explained below
- Modified on Thu, 9 Jan, 2025 at 6:23 AM

---
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.

**TABLE OF CONTENTS**

-   [Feature 1 - Create, Edit, and Save Company Details](#feature-1-create-edit-and-save-company-details)
-   [Feature 2 - Create and Manage Custom Fields](#feature-2-create-and-manage-custom-fields)
-   [Feature 3 - Customize the List View](#feature-3-customize-the-list-view)
-   [Feature 4 - Advanced Filters](#feature-4-advanced-filters)
-   [Feature 5 - Sorting](#feature-5-sorting)
-   [Feature 6 - Search Across Standard and Custom Fields](#feature-6-search-across-standard-and-custom-fields)

---

## Feature 1 - Create, Edit, and Save Company Details

![Feature 1 - Create, Edit, and Save Company Details (image 1 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155039543421/original/1CYCoUG1oplFfXsHm8YDSmL2LhWy-uE3NA.png)

**Feature 1 - Create, Edit, and Save Company Details (image 1 of 6)**

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.
- What this covers: 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.
- Fields: Company Name, Phone Number, Email Address, Website, Address (including State, City, Postal Code, and Country), Description of the company
- Next: You can easily add new companies to your database or update details for existing records. You can store essential information such as:

Example values (illustrative, not read from the screenshot):

- 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

Full procedure:

1. Company Name
2. Phone Number
3. Email Address
4. Website
5. Address (including State, City, Postal Code, and Country)
6. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155039543564/original/VOhp6gYfLYrEahiAklK2n6nUrL6Hn07HCg.png)

**Feature 2 - Create and Manage Custom Fields (image 2 of 6)**

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.
- What this covers: This ensures that all critical business details are stored in one place, accessible to your team whenever needed.
- Fields: Industry type, Revenue range, Number of employees
- Next: 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:

Full procedure:

1. Industry type
2. Revenue range
3. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155039543724/original/MB6j8lCxnK_bi2UaJLVHpDauvDCv51FMIA.jpeg)

**Feature 3 - Customize the List View (image 3 of 6)**

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….
- What this covers: Custom fields are easy to create, edit, and update, helping you personalize the information you track for different companies.
- Controls: Manage Fields
- Next: 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.

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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155039543922/original/sR78WBepgnSlv32r1jS8qc1rPP5tyR9cOw.png)

**Feature 4 - Advanced Filters (image 4 of 6)**

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….
- What this covers: 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.
- Controls: Advanced Filters
- Next: 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.

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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155039544104/original/JjVX3oJMrwOAWfQgcIEdUFEdYJzkj8-qLg.jpeg)

**Feature 5 - Sorting (image 5 of 6)**

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.
- What this covers: 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.
- Next: 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.

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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155039544218/original/LU2rSgumOrNZb9yua5hiRT9b9w1iLqyoRw.png)

**Feature 6 - Search Across Standard and Custom Fields (image 6 of 6)**

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….
- What this covers: 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.
- Controls: Search
- Next: 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.

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**

1.  **Sales Teams:** Track potential clients and their details to streamline the sales pipeline.
2.  **Account Management:** Maintain updated contact information for partners and vendors.
3.  **Marketing Teams:** Segment companies by industry or location for targeted campaigns.

---

---

Documentation for GHL Customer Care. Support: support@ghlcustomercare.com