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Company Object Feature: A Manual Way to Organize Contacts

The Company Object feature is the ability to create a new entity called “Company” and map contacts under them.

4 min read892 words4 explained imagesUpdated Thu, 28 Aug, 2025 at 8:10 AM
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On this page
  1. Key Benefits of the Company Object Feature
  2. How to Create the Company Object
  3. Step 1: Navigate to the Companies Section:
  4. Step 2: Add a New Company
  5. Step 3: Enter Company Details
  6. How to Edit or Update Company Details
  7. How to Delete a Company
  8. How to Add Contacts to a Company
  9. How to Remove a Contact from a Company
  10. Automate Contact-to-Company Assignment
  11. Frequently Asked Questions
  12. Related Articles

The Company Object feature in GHL Customer Care helps users group related contacts under a shared company profile. This enhances relationship management, contact organization, and activity tracking across teams working with the same client business.


TABLE OF CONTENTS


What is the Company Object Feature?

The Company Object allows you to associate multiple contacts with a single company entity, making it easier to manage client relationships at the organizational level. This is particularly useful when your team interacts with various people from the same business. By grouping them under one record, you can view collective engagement, centralize data, and improve communication across touch points.


Key Benefits of the Company Object Feature

Using the Company Object provides practical advantages for managing contact relationships:

  • Organized Contact Management: Easily group multiple contacts under one company.

  • Consolidated Activity Tracking: Monitor interactions and activities related to a company.
  • Enhanced Relationship Insights: Gain a complete view of how your team engages with an organization.

  • Efficient Communication: Easily communicate with all contacts linked to a company.

  • Improved Data Accuracy: Maintain consistent and updated information across company-associated contacts.


How to Create the Company Object

Follow these steps to set up a new company in GHL Customer Care:

Step 1: Navigate to the Companies Section:

  • Use the main navigation bar on the left to navigate to Contacts
  • Navigate to the tab labeled Companies in the secondary navigation ribbon at the top of the page
Step 1: Navigate to the Companies Section: (image 1 of 4) What this shows Use the main navigation bar on the left to navigate to Contacts Navigate to the tab labeled Companies in the secondary navigation ribbon… What this shows Illustrates the "Step 1: Navigate to the Companies Section:" section of "Company Object Feature: A Manual Way to Organize Contacts". This screenshot appears in the "Step 1: Navigate to the Companies Section:" section of "Company Object Feature: A Manual Way to Organize Contacts". The text alongside this image reads: Use the main navigation bar on the left to navigate to Contacts Navigate to the tab labeled Companies in the secondary navigation ribbon at the top of the page. Immediately after, the guide continues: Click on the blue button at the top right labeled + New Company. Image 1 of 4 What this coversUse the main navigation bar on the left to navigate to Contacts Navigate to the tab labeled Companies in the secondary navigation ribbon at the top of the page
Buttons and menus referenced ContactsCompanies
Next stepClick on the blue button at the top right labeled + New Company.
All 2 steps in this procedure
  1. Use the main navigation bar on the left to navigate to Contacts
  2. Navigate to the tab labeled Companies in the secondary navigation ribbon at the top of the page

Step 2: Add a New Company


  • Click on the blue button at the top right labeled + New Company.
Step 2: Add a New Company (image 2 of 4) What this shows Click on the blue button at the top right labeled + New Company. What this shows Illustrates the "Step 2: Add a New Company" section of "Company Object Feature: A Manual Way to Organize Contacts". This screenshot appears in the "Step 2: Add a New Company" section of "Company Object Feature: A Manual Way to Organize Contacts". The text alongside this image reads: Click on the blue button at the top right labeled + New Company. Immediately after, the guide continues: Enter the company details in the box on the right of the screen. Below are the details you are able to add. Image 2 of 4 What to clickClick on the blue button at the top right labeled + New Company.
Buttons and menus referenced + New Company
Next stepEnter the company details in the box on the right of the screen. Below are the details you are able to add:


Step 3: Enter Company Details

Enter the company details in the box on the right of the screen. Below are the details you are able to add:


  • Company Name (mandatory)

  • Phone Number

  • Email

  • Website

  • Description

  • Address Details (Street, City, Postal Code, Country)

Please Note: Only the company name is required, but adding more details enhances usability.
Step 3: Enter Company Details (image 3 of 4) What this shows Please Note: Only the company name is required, but adding more details enhances usability. What this shows Illustrates the "Step 3: Enter Company Details" section of "Company Object Feature: A Manual Way to Organize Contacts". This animation appears in the "Step 3: Enter Company Details" section of "Company Object Feature: A Manual Way to Organize Contacts". The text alongside this image reads: Please Note: Only the company name is required, but adding more details enhances usability. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: Go to the Company List Update Details Save Changes. Image 3 of 4 What this coversPlease Note: Only the company name is required, but adding more details enhances usability.
Fields in this part of the guide Company Name (mandatory)Phone NumberEmailWebsiteDescriptionAddress Details (Street, City, Postal Code, Country)
Buttons and menus referenced Company NamePhone NumberEmailWebsiteDescriptionAddress Details
Next stepGo to the Company List Update Details Save Changes
Example values
Company Name (mandatory)
Northgate Dental
Phone Number
+1 312 847 1928
Email
priya.raman@northgatedental.com
Website
https://northgatedental.com
Address Details (Street, City, Postal Code, Country)
4180 W Belmont Ave

Illustrative values showing the expected format. They are not read from the screenshot.

All 6 steps in this procedure
  1. Company Name (mandatory)
  2. Phone Number
  3. Email
  4. Website
  5. Description
  6. Address Details (Street, City, Postal Code, Country)

How to Edit or Update Company Details


  1. Go to the Company List

    • Use the main navigation bar to Navigate to Contacts

    • Select the Companies tab in the top navigation bar

    • Click the three dots (...) next to the company you would like to edit and choose Edit Company

  2. Update Details

    • Modify any necessary fields.

  3. Save Changes

    • Click Save to apply the updates.


How to Delete a Company


  1. Go to the Company List

    • Use the main navigation bar to Navigate to Contacts
    • Select the Companies tab in the top navigation bar
  2. Select the Company to Delete

    • Click the three dots (...) next to the company you would like to edit and choose Delete Company

  3. Confirm Deletion

    • Click Yes to confirm.

Note: Deleting a company clears the Company field in associated contacts but does not delete the contacts themselves.

How to Add Contacts to a Company

  1. Navigate to the Contact's Profile

    • Use the main navigation bar to Navigate to Contacts

    • Find the Contact you would like to add to the company and click on the contact's name

  2. Assign the Company:

    • Select the Company tab in the secondary navigation bar on the left of the page

    • Search for and select the company.

  3. Save Changes

    • Click Save to update the contact's association.

For bulk assignment, select multiple contacts and assign them to a company at once.
How to Add Contacts to a Company (image 4 of 4) What this shows For bulk assignment, select multiple contacts and assign them to a company at once. What this shows Illustrates the "How to Add Contacts to a Company" section of "Company Object Feature: A Manual Way to Organize Contacts". This screenshot appears in the "How to Add Contacts to a Company" section of "Company Object Feature: A Manual Way to Organize Contacts". The text alongside this image reads: For bulk assignment, select multiple contacts and assign them to a company at once. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Access the Company Profile View Associated Contacts Remove the Contact Confirm Removal. Image 4 of 4 What to chooseFor bulk assignment, select multiple contacts and assign them to a company at once.
Fields in this part of the guide Assign the Company:
Buttons and menus referenced Navigate to the Contact's ProfileContactsAssign the CompanyCompanytabSave ChangesSave
Next stepAccess the Company Profile View Associated Contacts Remove the Contact Confirm Removal
Example values
Assign the Company:
Northgate Dental

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure
  1. Navigate to the Contact's Profile
  2. Assign the Company:
  3. Save Changes

How to Remove a Contact from a Company

  1. Access the Company Profile

    • Use the main navigation bar to Navigate to Contacts
    • Select the Companies tab in the top navigation bar
    • Select the company.
  2. View Associated Contacts

    • Navigate to the Contacts tab.

  3. Remove the Contact

    • Click the Trash Bin icon next to the contact.

  4. Confirm Removal

    • Click Yes to finalize.

Note: Removing a contact from a company does not delete the contact; it only removes the association.

Automating Company Associations: GHL Customer Care provides automation features to streamline company assignments. Please refer to Company Object Automation

Automate Contact-to-Company Assignment

You can automate this process based on the "Business Name" field in contacts.
To enable:

  • Go to Settings > Objects > Company

  • Toggle Automatically Create and Associate Companies from Contact Business Names
Learn more in the article: Company Object Automation

Frequently Asked Questions

Q: Can I assign multiple companies to a single contact?
No, a contact can only be associated with one company at a time.

Q: Will deleting a company removes all its contacts?
No, it only removes the company association. Contacts remain in your database.

Q: Can I bulk assign contacts to a company?
Yes, select multiple contacts in the contact list and assign them to a company at once.

Q: How do I find all contacts linked to a specific company?
Navigate to Contacts > Companies, select the company, and view the Contacts tab.

Q: Can I automate contact-company associations without manually assigning them?
Yes, enable Automatically Create and Associate Companies from Contact Business Names in Settings > Objects > Company.


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