Create company profile

Create company profiles manually through the web interface to group persons under their respective organizations.

Follow these guidelines when creating company profiles:

• Unique domains - Each domain can be associated with only one company. You cannot use the same domain for multiple companies.
• Person association - After creating a company, you can add persons to it through the company profile details page.
• Required fields - Only the company name is required. All other fields are optional.

To create a company profile:

1. Go to Companies (opens in a new tab).
2. Select Create profile.
3. In the Create company profile panel, enter the following information:
4. Company name and domain(s): Add the company name and domain/website. You can add multiple domains by selecting Add another domain/website.
5. Basic information:
   • Name (required) - Company name
   • Segment - Audience segment the company belongs to
   • Country - Company location
   • Region - Geographic area
   • Account manager - Assigned account manager name
   • Stage - Stage in the customer journey
   • Industry - Industry where the company operates (e-commerce, banking, travel, and more)
   • VAT number - Company tax identification number
   • Notes - Additional information
6. Tags and custom attributes (Optional): Select existing tags or create new tags to categorize the company. Add values for any custom attributes you created for companies.
7. Select Create.

The company profile is created and appears in the companies list.

Next steps

After creating a company profile:

• Add persons to the company
• Add tags to categorize the company
• Create segments to group similar companies