How to create a company or a contact in the CRM

Companies and contacts are created right from the CRM in a few seconds. You fill in the rest of the details afterwards, on their detail page.

Create a company

1. Go to Companies, inside CRM.
2. Click the + New company button (the "+" in the top-right corner).
3. Type the Name and choose the initial Status.
4. Optionally, also choose (each selector has a search box): the Responsible person, the Associated base company, the Role (Client and/or Supplier) and one or several Projects or services with + Add project or service. Only the details your account has set up are shown.
5. Click Create company.

Once it's created, its detail page opens straight away so you can keep filling it in. If an optional detail can't be saved, the company is still created and you're told which one is missing; you can complete it from its detail page.

Create a contact

1. Go to Contacts.
2. Click New contact.
3. Type the Name. The Email is optional, but two contacts can't share the same email: if it already exists (upper or lower case doesn't matter), you'll see the message "A contact with that email already exists." Any user can create contacts, but only the Owner and people with Technical administration permissions can also choose the contact's Status when creating it.
4. Optionally, under Linked companies click + Add company to choose, with a search box, one or several companies (up to 10) to link the contact to from the start. The Owner, people with Technical administration permissions and Supervisors can do this.
5. Optionally, under Projects or services click + Add project or service to choose, with a search box, one or several projects (up to 10) to link the contact to from the start. Only the projects you can link are offered (yours as the responsible person, or all of them if you are the Owner or have Technical administration permissions). If the project already has a company and you haven't chosen one, the contact is also linked to that company (if your account has this configured). The other way round, if the contact has a company and the project doesn't, only the account administrator sets it on the project.
6. Click Create contact.

The new contact shows up on the board or in the list.

Fill in the details on the detail page

Open any record with a click. The fields you see depend on how the person who manages your account has set up the CRM. Usually:

• On a company: Status, Country, Website (with a button to open it in a new tab) and Company code.
• On a contact: Email, WhatsApp phone, Contact phone, Reply to, Status, From where and Company. Next to the phone numbers there are buttons to call and to open the conversation in WhatsApp.

Each field is saved when you leave it (or press Enter), with no save button.

Delete a record

Use Delete company or Delete contact at the top of the detail page. It will ask you to confirm, and the record is also removed from your Notion database, so think twice before confirming.

Tip: you don't need to create by hand everyone who writes to you by email. Inbox links each sender to a contact page, automatically or manually. WorkOS automatic emails (access codes, invitations and notices) do not create contacts.