One contact may often work across several client companies, and the Company details card keeps every one of them, with a job title for each, on the contact's profile.
Use this when a contact moves between firms, holds a second role, or sits on another company's board. The card lists companies, marks one as primary, and records the contact's job title at each. It does not merge company records or move deals between companies.
Add a company
Click + Add company in the card header.
Search by company name in the Select Company dropdown. Each result shows the logo, name, and location.
Type the contact's job title at that company.
Click on Save. The system links it and adds an entry to the card.
The new company appears at the bottom of the list as a secondary company. The first company added to a contact becomes primary automatically.
Mark a company as primary
Click the three-dot menu on a secondary company.
Click Mark as primary.
The company moves to the top, gains the green check on its logo, and the previous primary drops to its place below. A contact has one primary company at a time.
Edit a job title
Click the job title on any company entry and type the new title. The change saves in place.
Remove a company
Click the three-dot menu on a secondary company and choose Remove company.
Confirm twice. The second prompt tells you the Reports to relationship for that company is removed too.
The primary company cannot be removed. Hover over the disabled option to see the reason. To remove a primary company, mark another company as primary first.
What the primary company controls
The top-left card shows the contact's title and company at their primary company.
The Add deal list shows deals that belong to the primary company.
Company filters on contacts default to Primary.
Example
Tomás Reyes is Head of Talent at Lumen Payments, which is his primary company. He also advises Fernhill Bank. You add Fernhill Bank, enter "Advisor" as his title, and leave Lumen Payments primary. His top-left card still reads Head of Talent at Lumen Payments.
Things to know
Adding, marking primary, editing titles, and removing companies need contact edit scope.
A search icon appears in the card when the contact has more than 5 companies.
Every contact has at least one company, so the card never shows an empty state.
A company added as a board seat shows the job title Board Member. See Add board members to a company.
Related articles
Map who reports to whom with Reports to and the org chart
[INTERNAL NOTES: DELETE THIS BLOCK BEFORE PUBLISHING]
Ticket deflection: "How do I add a second company to a contact?" and "Why can't I delete the company?"
Priority: Critical. Publish timing: pre-launch. Chapter: Foundation.
Screenshots needed: card with primary check, Add company dropdown, three-dot menu, double confirmation.
MERGE FLAG: overlaps with live article "How to Add a Second Company and Set a Primary on a Contact" (ID 16538951). Merge or retire one.
CONFLICT IN PRD: Job title is "always captured" (design decision 9) but "optional" in Section 3. This article says "type the job title" without calling it required. Confirm.
CONFLICT IN PRD: the menu says "Remove association" in one place and "Remove company" in another. This article uses "Remove company".
VERIFY: the instruction to mark another company as primary before removing the primary is inferred. The PRD only says removal is disabled on the primary. Confirm that flow works.