ConversaLabs Help Center
en
Language
pt_BR Portuguese (Brazil) en English es Spanish

Companies and contact linking

Open in
View as Markdown Open in ChatGPT Open in Claude
Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

The Companies module lets you group contacts that belong to the same organization. Instead of treating each person in isolation, you start to see the corporate account: who the company's contacts are, how many interactions it generated and which deals are in progress.

It is especially useful in B2B operations, where several contacts (purchasing, finance, support) talk to you on behalf of the same company.

Prerequisites

  • The Companies module is optional and may depend on your plan. If you do not see it, it may be disabled for your account — ask an administrator.
  • Administration permission to enable and configure the module.
  • Have the contacts already created so you can link them to the company.

Step by step

  1. Confirm with an administrator that the Companies module is enabled for the account.
  2. Create a company with at least a name (and, optionally, domain and description).
  3. Link contacts to the company, associating the people from the same organization.
  4. Open the company to see related contacts and the aggregated context.
  5. Use company custom attributes to store specific data (segment, size, etc.).

Settings & options

  • Company fields: name, domain, description and contact count.
  • Company custom attributes: extra fields created in the attributes area.
  • Contact linking: a contact can be associated with its company to inherit context.
  • CRM: a deal can be linked to a company (organization) in addition to the contact, connecting the opportunity to the corporate account.

Use cases

  • Centralize all contacts of a corporate customer in a single view.
  • Track, in B2B, how many opportunities exist per company, not just per person.
  • Enrich reports and segments with organization data (size, market segment).

Tips, limits & best practices

  • Use the company domain to standardize and avoid duplicate companies.
  • Link the right contacts: the module's value is in consolidation by organization.
  • Combine it with company custom attributes for richer analysis.

Troubleshooting

  • I do not see the Companies module: it may be disabled for the account or for your plan — ask an administrator.
  • Duplicate companies: standardize by domain and merge repeated records.
  • Contact without a company: confirm it was linked to the correct organization.

See also