Companies Setup

Configure the Companies feature to manage B2B relationships, associate multiple contacts under company records, and track organizational-level interactions. This guide walks through enabling automation, creating your first company records, and linking contacts to maintain organized business relationships.

Prerequisites

Before setting up Companies, ensure you have:

• Admin access to your GoHighLevel sub-account
• A clear understanding of which contacts belong to the same business entities
• Business Name data populated in contact records if using automation
• A list of company-specific custom fields you want to track (if any)

Enable Company Object Automation

Automatically create company records from contact Business Name fields, eliminating manual company creation and ensuring consistent associations.

Navigate to Settings > Objects > Company.

Locate the toggle for Automatically Create and Associate Companies from Contact Business Names and enable it.

Once enabled, the system processes all contacts immediately. It scans for Business Name values on existing contacts and creates company records where needed. For new contacts added via imports, forms, API calls, or manual entry, company records are created automatically when the Business Name field is populated.

The automation uses case-insensitive matching for Business Name values. For example, “Burger King” and “burger king” create a single company, not duplicates. However, spacing and spelling matter. “BurgerKing” and “Burger King” create separate companies because the spacing differs.

If you enable automation after importing contacts with Business Name values, the system processes those contacts retroactively. This allows you to organize existing data without re-importing or manually creating companies.

Important: Once a contact is associated with a company, changing the contact’s Business Name field will not update or change the company association. If you need to move a contact to a different company, remove the existing association and create a new one manually.

Create a Company Manually

Build company records directly when automation isn’t enabled or when you need to create companies that don’t match contact Business Name values.

Navigate to Contacts in the main navigation, then select the Companies tab in the top navigation bar.

Click + New Company in the top right corner to open the company creation form.

Enter the Company Name (required). This is the only mandatory field, but adding additional information makes records more useful for your team.

Add optional details to enrich the company profile. Include the main Phone Number for the business, the primary Email address for company communications, and the Website URL.

Enter Address Details including street, city, state, postal code, and country if you want to track location information for territory management or reporting.

Add a Description to capture context about the relationship, such as partnership type, industry, or notes that help your team understand the business.

Click Save to create the company record. The company now appears in your Companies list and is available for associating with contacts.

Associate Contacts with Companies

Link contacts to company records to view all interactions with that business in one place and track organizational engagement.

Navigate to Contacts and search for the contact you want to link to a company. Click the contact’s name to open their profile.

In the contact record, select the Company tab in the left navigation bar.

Use the search field to find the company you want to associate. You can search by company name.

Select the company from the search results and click Save to create the association.

The contact now appears in the company’s Contacts tab, and the company information is visible in the contact record.

Bulk Assignment: To assign multiple contacts to the same company at once, return to the Contacts list, select the checkboxes next to multiple contacts, then use the bulk actions menu. Choose Assign to Company, select the company, and confirm. This method is useful when importing contacts or organizing large groups.

Removing Associations: To remove a contact from a company, navigate to Contacts > Companies, select the company, and open the Contacts tab. Find the contact you want to remove and click the Trash Bin icon next to their name. Confirm the removal. The contact remains in your database but is no longer associated with the company.

Customize Company Fields

Add custom fields to track business-specific information like industry type, revenue range, account tier, or renewal dates.

Navigate to Settings > Custom Fields and select the Company object type from the dropdown.

Click + Add Custom Field to create a new field.

Enter a Field Name (for example, Industry, Revenue Range, or Account Manager).

Choose the Field Type that matches the data you’re collecting. Options include:

• Text Fields for names, descriptions, or notes
• Dropdown (Single) for categories like industry or tier
• Dropdown (Multi-Select) for tagging multiple attributes
• Number Fields for employee counts or annual revenue
• Date Fields for renewal dates or contract end dates
• Checkbox for yes/no tracking like “Active Contract” or “Partner Status”

Set the field as Required if you want to enforce data entry whenever a company is created or updated.

Click Save to add the field. The custom field now appears in the company creation form and can be used in filters, searches, and reports.

Repeat for all custom fields you need to track.

Customize the Companies List View

Control which columns appear in your Companies list to see the most relevant data at a glance.

Navigate to Contacts > Companies to view your company list.

Click Manage Fields in the top right corner to open the column selector.

Check or uncheck fields to show or hide them in the list view. Available options include standard fields like Website, State, Email, Phone Number, and any custom fields you’ve created.

Drag fields to reorder them. Place the most critical fields at the left for easy scanning.

Click Save to apply your column configuration. The updated view displays immediately and is saved for future sessions.

Use the column headers to sort the list by any field. Click once for ascending order, click again for descending order. This helps you organize companies by name, location, or custom criteria.

Test Your Setup

Verify your configuration by creating a test company, associating contacts, and confirming data flows correctly.

Navigate to Contacts > Companies and click + New Company.

Enter test data, including Company Name, Phone, Email, Website, and any custom fields. Click Save.

Open the newly created company record and verify all fields display correctly.

Navigate to the Contacts tab within the company record. Click Add Contact or navigate to a contact record and associate it with the test company.

Verify the contact appears in the company’s Contacts tab and the company information appears in the contact record’s Company tab.

If you enabled Company Object Automation, create a test contact manually or via import with a Business Name value. Verify the system creates a company record automatically and associates the contact.

Test bulk assignment by selecting multiple contacts from the Contacts list, using the bulk actions menu to assign them to the test company, and confirming they appear in the company’s Contacts tab.

Test custom fields by editing the company record, updating custom field values, and saving. Verify the changes persist and display correctly in the list view.

Remove the test contact from the company by navigating to the company’s Contacts tab, clicking the trash icon next to the contact, and confirming. Verify the contact remains in the database but is no longer linked to the company.

Next Steps

Now that Companies is configured, explore related features to build a complete B2B CRM workflow:

• Contact Manager to manage individual contacts with detailed profiles and activity timelines
• Custom Fields to capture business-specific data points for companies and contacts
• Smart Lists to create filtered views of companies or contacts based on attributes
• Workflow Builder to automate actions when companies are created or contacts are associated
• Opportunities to track deals at the company level

For a complete overview of Companies features, capabilities, and best practices, read the Companies Guide.