Company records are most useful to B2B businesses that need to see a consolidated view of the people and activity related to a company. Company records link together multiple contact records to give you a snapshot view of an account in order to make it easier for you to communicate with the people working for that company. You can add a company name in any contact record. If you are not a B2B business or do not serve larger accounts, you may not need to create company records. Although you can get a consolidated view of account activity through a company record, all of the communications triggered through Infusionsoft are attached to contact records. You are always communicating with specific individuals within a company.
The company record, like the contact record, is divided into two tabbed sections:
The top row of tabs stores company contact information, financial summaries, contacts, tags, notes, and (if applicable) custom fields.
The bottom row of tabs store a consolidated history of tasks, appointments, and notes for the people linked to the company record. It also shows all of the opportunities and orders attached to these contacts.