# Companies

When you create a new Company record it is really easy to also link the individual people who work there. This is helpful as you may have a Company with multiple People at various levels that you want to keep in touch with.

A company may have employees from different departments that you or your team interact with on a regular basis. Daylite can help your remember Contact details by linking **People** directly to **Companies**.

As an example, you approach a potential company that you would like to do business with and speak to a Marketing Assistant, who gives you the name of the Marketing Manager at the same company. You now have two people at the same company. Both People can be linked in Daylite to that Company.

Select **Companies** under the Contacts section of the left sidebar, then tap the **+** at the top of the app and choose either **New Company** to create a brand new Company record, or **Import from Contacts App** if you already have the company in your Apple Contacts.

<figure><img src="/files/70NcBjpKQc0eigXZPAfU" alt=""><figcaption></figcaption></figure>

* **Company Name**- Make sure to list the full legal name of the company.
* **Company Logo**- This really helps make the company stand out in your contact list.
* **Keywords**- A Keyword tags the company that you’d like to quickly reference when reviewing a record. A Keyword can note any term or phrase to help group records together. Keywords are also unlimited.
* **Category**- Your company contact can only have one category at a time, and each category is colour coded. Categories may include Prospect, Client, Lead, Personal, Vendor, or anything else you need.
* **Industry**- This field helps you stay organized if your business deals with more than one type of industry. There are 3 separate industry types: Industry, Company Type and Region.
* **Phone Numbers**- Business numbers, mobile work numbers etc can all be recorded here.
* **Address**- PO Box addresses, Street addresses, Registered office addresses etc.
* **Web Page**- Does the business have a webpage? This is useful for doing research on a prospect before contacting them, and may help you keep current on anything new their business may offer.
* **Details**- Notes about the company such as “moving offices to xxx in Sept 2023” or directions to the office.

<figure><img src="/files/DYeBCrt9pQF1ShE36rWZ" alt=""><figcaption></figcaption></figure>

* **Owner-** The user who has created the Contact record is assigned as the default Owner. This can be edited to other members of your team if desired.
* **Permissions-** You get to decide who has access to this information. Is it Public, Private, or maybe only Admin or HR can view this information.
* **Linking Tasks, Appointments and Notes-** View things you need to do, upcoming meetings with the client, and any notes you take in regards to this company.
* **Linking People**- This section will undoubtably be the largest one of all. Every person who works at the company should be entered in here. Each person that you enter has their own People record, which is discussed in the previous section. Click on the Company contact, select the People contact you need, click the **>** symbol to slide over the linked contact’s details, and all of their information will be at your fingertips before you ever call, email or meet them face to face.
* **Linking Companies-** You can link one company to another company and define a Relationship between them.
* **Linking Projects**-You can link Projects to the Company is involved in, and assign a Role that the Company plays in the Project. That Role might be Client, Production, Agent etc.
* **Linking Opportunities**- Are there any open Opportunities that should be linked to this Company? Connect them here to see what you are working on within the Company.

<figure><img src="/files/frNTLceFsmE3afP3Ofro" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Pro Tip:**

Once you have created a **Company** record in Daylite, then tap **+ Add Link** to link each employee as a separate Contact at the Company, with their own Contact information, Category, Keyword details, addresses etc.
{% endhint %}

&#x20;

**Adding Additional Fields**

You may need to store additional information about the Company record that is not included in the default fields. For example, you may want to include details such as a Customer number, or company’s incorporation number, the tax year end date, or Company year end [date.](https://marketcircle.atlassian.net/wiki/spaces/Education/pages/edit-v2/3929309185?draftShareId=036a6bd2-b05f-4154-ad49-c5d693209976#)

To do this, tap **Edit > + add field** select the fields you wish to add, then tap **Save**.

<figure><img src="/files/5UmGvlfhKpYJnDojlYox" alt=""><figcaption></figcaption></figure>

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