Linking a company to a deal
Attach, change, or remove the organization linked to a deal using the Company card.
Every deal should be linked to a company (organization) — this is the business you are selling group training to. The Company card on a deal shows you the organization at a glance and lets you change or remove the link at any time.
The Company card
Open any deal and look in the right column. You will see a card labeled Company. If a company is already linked, it shows the company name, website, and a link to open the full company record. If no company is linked yet, the card shows a "+ Link company" button.
Linking a company for the first time
How to attach a company to a deal
- 1Open the deal.
- 2In the right column, find the Company card.
- 3Click + Link company.
- 4Start typing the company name. A dropdown will show matching companies from your database.
- 5Click the correct company to select it. The Company card will update immediately.
- 6If the company does not exist yet, click Create new company. Enter the company name and any details you have, then click Save.
Changing the linked company
How to switch to a different company
- 1Open the deal.
- 2In the Company card, click the Change button (next to the company name).
- 3Search for and select the new company.
- 4The deal is now linked to the new company. The old link is removed.
Removing the company link
How to unlink a company
- 1Open the deal.
- 2In the Company card, click the Unlink button.
- 3Confirm the removal when asked.
- 4The deal is now not linked to any company. You can add a new link at any time.
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Note: Unlinking a company does not delete the company record — it only removes the connection between that deal and that company. The company and all its other deals remain untouched.
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Tip: If you receive a training request from a company you have never worked with before, create the company record first (Contacts → Companies → + New Company), then create the deal and link the company. That way the company is ready to use for future deals too.
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