> For the complete documentation index, see [llms.txt](https://docs.projetly.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.projetly.ai/home/documentation/company/add-company.md).

# Add Company

To create and manage organizations within Projetly, users must first add a company record.

A company can represent a customer, prospect, partner, vendor, subsidiary, or any business entity associated with deals, projects, and GTM activities. You can either create a company directly on Projetly or import it.

Navigation: Company > Add New > New Company

### Add Company

The Add Company process is divided into three steps:

1. Basic Info
2. Additional Info
3. Location Info

#### Basic Info

This section helps teams identify, organize, and manage company records within Projetly.

<table><thead><tr><th width="236">Label</th><th>Description</th><th>Comments</th></tr></thead><tbody><tr><td>Company Name</td><td>Add the company or organization name</td><td>Example: Tesla, Projetly, Star Inc</td></tr><tr><td>Domain / Website</td><td>Add the company website or domain</td><td>Example: www.projetly.ai</td></tr><tr><td>Description</td><td>Add a short description about the company</td><td>Example: SaaS company, onboarding customer, enterprise account</td></tr><tr><td>LinkedIn URL</td><td>Add the company LinkedIn profile URL</td><td>Used for account research and engagement</td></tr><tr><td>Twitter URL</td><td>Add the company Twitter or X profile URL</td><td>Optional field</td></tr><tr><td>Company Type</td><td>Select the type of company</td><td>Example: Customer, Partner, Vendor</td></tr><tr><td>Lead Status</td><td>Select the current lead stage</td><td>Example: Qualified, Prospect, Customer</td></tr><tr><td>Country</td><td>Select the company country</td><td>Used for regional segmentation</td></tr><tr><td>State</td><td>Select the company state</td><td>Optional based on region</td></tr><tr><td>City</td><td>Select the company city</td><td>Optional field</td></tr><tr><td>Address</td><td>Add the company address</td><td>Headquarters or operational address</td></tr><tr><td>Zip Code</td><td>Add the postal or zip code</td><td>Optional field</td></tr><tr><td>Operating Regions</td><td>Select the operational regions</td><td>Example: North America, APAC</td></tr></tbody></table>

After entering the required details, click Next to continue.

#### Additional Info

The Additional Info section helps teams capture business qualification and account level details.

| Label                 | Description                                                       | Comment                            |
| --------------------- | ----------------------------------------------------------------- | ---------------------------------- |
| ICP Fit               | Select how closely the company matches the Ideal Customer Profile | Example: High, Medium, Low         |
| Operating Region      | Select the primary operating region                               | Example: US, EMEA, APAC            |
| Connection Strength   | Select the relationship strength with the account                 | Example: Strong, Moderate          |
| Connection Source     | Select how the account was identified                             | Example: Referral, LinkedIn, Event |
| Vendor Being Replaced | Add the current vendor used by the company                        | Example: Salesforce, HubSpot       |

After entering the required details, click Next to continue.

#### Location Info

The Location Info section is used to configure headquarters and operational location details.

| Label    | Description                | Comments                         |
| -------- | -------------------------- | -------------------------------- |
| Country  | Select the company country | Headquarters location            |
| State    | Select the company state   | Optional based on country        |
| City     | Select the company city    | Operational or headquarters city |
| Zip Code | Add the postal or zip code | Optional field                   |
| Address  | Add the company address    |                                  |

Users can also add multiple operational locations using the Add Location option.

After entering the required details:

* Click Save to create the company record
* Click Save as Draft to save the record as a draft
* Click Discard to cancel the process

### Import Companies

Projetly also supports bulk company imports using CSV or Excel files.

Navigation: Company > Add New > Import Companies

Upload a supported CSV or Excel file to import multiple company records into Projetly.

### Automatically Create Companies

When creating a new account, Projetly can automatically create an associated company record. This helps maintain consistency across customer data and reduces manual administrative work.

The company can later be updated with additional information, contacts, and account relationships.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.projetly.ai/home/documentation/company/add-company.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.