How to register a customer company and link its contacts
Register the companies that buy from you (B2B) and group each company’s contacts, conversations, and deals there.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
When you sell to businesses, it helps to group each company’s people in one place. The company record shows its contacts, timeline, deals, and fields. With the domain filled in, contacts with an email from that domain are added automatically.
Where to find it in Cognizy
Before you start
- Make sure the contacts are already registered in Customers.
Step by step
- Step 1:
Open and click New company.
- Step 2:
Fill in the Name. The other fields are optional: Domain, Tax ID, Website, Phone, Industry, Company size, City and State. With the domain, contacts with an email from that domain are added to the company automatically.
- Step 3:
Click Register. The company is added to the list.
- Step 4:
Click the company name to open its record.
- Step 5:
In Add contact, type the person’s name, email, or phone number and click Add next to them.
- Step 6:
The contact appears in Contacts on the record. Their conversations, deals, and notes will also appear on the company timeline.
How to know it worked
The company appears in Companies with the number of contacts and open deals, and its record brings together everything that happens with the linked people.
If something goes wrong
The contact doesn’t appear in the search.
They need to be registered in Customers. Try searching by phone number or email.
Contacts were added to the company automatically.
With the domain filled in, contacts without a company and with an email from that domain are added to it. Gmail, Hotmail, and similar email addresses are never added.
I linked the wrong contact.
In the company record, remove the contact from the Contacts list, or open the contact record and change the company.
Next step
Create a deal for the company in the sales pipeline.
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