Add Company
Add Company to Projetly
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:
Basic Info
Additional Info
Location Info
Basic Info
This section helps teams identify, organize, and manage company records within Projetly.
Company Name
Add the company or organization name
Example: Tesla, Projetly, Star Inc
Domain / Website
Add the company website or domain
Example: www.projetly.ai
Description
Add a short description about the company
Example: SaaS company, onboarding customer, enterprise account
LinkedIn URL
Add the company LinkedIn profile URL
Used for account research and engagement
Twitter URL
Add the company Twitter or X profile URL
Optional field
Company Type
Select the type of company
Example: Customer, Partner, Vendor
Lead Status
Select the current lead stage
Example: Qualified, Prospect, Customer
Country
Select the company country
Used for regional segmentation
State
Select the company state
Optional based on region
City
Select the company city
Optional field
Address
Add the company address
Headquarters or operational address
Zip Code
Add the postal or zip code
Optional field
Operating Regions
Select the operational regions
Example: North America, APAC
After entering the required details, click Next to continue.
Additional Info
The Additional Info section helps teams capture business qualification and account level details.
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.
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.
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