How to add a lead to a company

How to Add a Lead to a Company

1. Go to the lead’s profile.
2. Find the Company field on the lead’s page.
3. Click the Company field to either:

• Search for an existing company, or
• Add a new company if it doesn’t exist yet (usually by typing the company name and selecting “Create new”).

Visual walkthrough

Updated on: 17/10/2025