TAU CRM
Companies
How to create and manage companies and associate contacts with them.
Companies
The Companies object represents the organizations you work with. Each company can have multiple associated contacts.
Create a company
- Go to Companies in the side menu
- Click + New Company
- Fill in: Company name, Domain (e.g.
company.com), Industry - Click Create
Associate contacts with a company
Inside the company record, click People → + Add and select or create the contact. The link appears on both sides (in the company and in the contact).
Available fields
| Field | Description |
|---|---|
| Name | Legal or trade name |
| Domain | Company website (used to fetch logo automatically) |
| Industry | Business sector |
| Employees | Company size |
| LinkedIn page URL | |
| Address | Location |
Opportunities by company
Inside each company, you can see all associated opportunities and the total pipeline value.
When you enter the company domain, the CRM automatically fetches the logo via Clearbit.