Help Center›CRM & Communications
How do I add a CRM company?
For office teams · Updated October 26, 2026
Use this when a new carrier, contractor or partner company should be tracked in CRM.
Add a company on the web
- Open CRM › Companies and choose + New Company.
- Enter Company Name and pick a Type.
- If it is a branch of a bigger company, choose that company in Parent company (optional), or type a new name to create the parent too.
- Add Office Phone, Office Email, the address and Notes if you have them.
- Choose Create Company. The new company opens so you can add contacts.
Duplicates
A Possible duplicate company note appears when a similar company exists. A strong match asks you to choose Use existing or Create anyway.
Parents and locations
A parent company groups its locations, such as a carrier's regional offices. Open a parent's Locations tab and choose Add location to add another one. To group companies that already exist, choose Select companies on the Companies list, tick them, and choose Set parent. Only sales managers and customer managers can change a parent. A parent cannot have a parent of its own.
On the phone
In the CRM tab › Directory, switch to Companies and tap + New Company. The phone form is titled Add Client and lets you add a Primary Contact (Optional) at the same time. The phone shows a parent's locations, but setting a parent company is web only.