Companies Directory
The Companies Directory lets you manage all businesses and organizations associated with your contacts. You can create company records, link them to contacts, and keep their details up to date — all from one place.
Viewing the Companies List
To access the Companies Directory, click Companies in the left sidebar under the Contacts section.
Click Companies in the sidebar to open the Companies Directory.
The list displays all companies in your location, showing their name, email, website, and city.
Adding a New Company
To create a new company, click the + New Company button in the top-right corner of the Companies list.
Fill in the company details in the form that appears:
- Company Name — The official business name (required).
- Email — The company's primary email address.
- Phone — The company's primary phone number.
- Website — The company's website URL.
- Description — A brief description of the company.
- Address — Full mailing address including city, state, postal code, and country.
Click Save to create the company record.
Note: Company names must be unique within your location. If you try to add a company that already exists, QuantixOne will alert you and show the existing record.
Linking a Contact to a Company
When creating or editing a contact, you can link them to a company by entering the company name in the Company field of the contact form. QuantixOne will automatically match the contact to an existing company record.
Once linked, the contact will appear in the company's contact list, and the company name will be visible on the contact's detail page.
Viewing a Company's Details
Click on any company name in the Companies list to open its detail page. Here you can see:
- Company Information — Name, email, phone, website, and address.
- Linked Contacts — All contacts associated with this company.
- Custom Fields — Any custom data your team has configured for companies.
The Company Details panel shows the company's contact info, website, and full address.
Editing a Company
To update a company's details, open the company record and click the Edit button (pencil icon) or the Edit Company button at the top of the page.
Click Edit Company to update the company's information.
Make your changes and click Save.
Deleting a Company
To delete a company, open the company record, click the More Options menu (three dots), and select Delete. Deleted companies are moved to the Trash and can be restored within your retention period.
Select Delete from the options menu to remove a company record.
Note: Deleting a company does not delete the contacts linked to it. Contacts will remain in your system but will no longer be associated with that company.
Video Walkthrough
Watch the complete walkthrough below to see how to manage companies in QuantixOne CRM.