Who This Is For / When to Use
Teams managing B2B or multi-contact organizations
Users who need to associate multiple contacts with a single company
Admins configuring company automation or custom fields
Accessing the Companies Tab
Go to Contacts.
Click Companies at the top of the page.
Creating a New Company
From the Companies list, click + Add Company.
Enter company details.
Click Save or Save and Add Another.
Required and Optional Fields
Company Name (required)
Phone
Email
Website
Address
State
City
Description
Postal Code
Country
Validation Rules
Only required fields are enforced.
Phone and email are validated for format only.
Editing an Existing Company
Click a company name in the list.
Edit details in the right-hand panel.
Click Save.
Deleting a Company
Select the checkbox next to the company.
Click Delete.
Important:
Deleting a company does not delete associated contacts. It only removes the company association.
Managing Company List Views
Show or Hide Columns
Click Manage Fields.
Select which fields to display.
Click Apply.
Advanced Filters
Click Advanced Filters.
Add filter conditions using standard or custom fields.
Click Apply.
Sorting Companies
Click Sort.
Choose a field such as Company Name, City, or Email.
Creating and Managing Custom Company Fields
Go to Settings > Custom Fields.
Click Add Custom Field.
Select Company as the object.
Configure the field and click Save.
Associating Contacts with a Company
Add Contacts to a Company
Open a company record.
Click the Associations icon on the right panel.
Select contacts.
Click Save.
View or Remove Associated Contacts
Open the contact menu inside the company record.
Choose View Contact Details or Remove.
Automatic Company Creation from Contacts
You can automatically create and associate companies using the Business Name field in contacts.
Go to Settings > Companies.
Enable Create & associate companies with contacts.
Confirm to apply retroactively if needed.
Adding Notes to a Company
Open a company record.
Click the Notes icon.
Click Add Note, enter details, and select a contact.
Click Create.
Adding Tasks to a Company
Open a company record.
Click the Tasks icon.
Click New Task.
Fill in task details and assign it.
Click Create.
Common Issues and Fixes
“Add Company” Button Is Missing
Cause: Insufficient permissions.
Fix: Contact an admin to enable company creation permissions.
Contacts Not Auto-Associating
Cause: Automation disabled.
Fix: Enable company automation in Settings > Companies.
FAQ
Can I add multiple contacts to one company?
Yes. A single company can have multiple associated contacts.
What happens when I delete a company?
The company record is removed, but all contacts remain in your account without a linked company.
Can I filter companies using custom fields?
Yes. Advanced Filters support both standard and custom company fields.
Does Kyrios verify company email or phone accuracy?
No. Only format validation is performed.
Can tasks and notes be filtered or sorted?
Yes. Both tasks and notes support filtering, sorting, and search within the company record.