Companies

Companies brings together organization data, contacts, and relationships, keeping company information in the CRM structured and easy to use.

Recommended starting point Getting started with companies The "Companies" section in myconvento helps you centrally manage organizations, media outlets, firms, institutions, and other business entities.

Guides

Step-by-step help for getting started and your daily work.

How to find your companies. All search options explained! In the My Data > Companies section, you can specifically search for companies, organizations, media outlets, institutions, or other stored corporate records. Find and clean up duplicate company records Duplicates occur when the same company exists multiple times in myconvento. This can happen, for example, due to manual entry, data imports, varying spellings, or legacy data. How to create a new company You can manually add new companies in the My Data > Companies section. This is useful if a company is not yet in your database and has not been created via an import or another source. Companies in the detailed view The company detail view is the central hub where all key information about an organization is consolidated. Frequently Asked Questions About Companies Find concise answers to frequently asked questions About Companies.