> ## Documentation Index
> Fetch the complete documentation index at: https://docs.letsconnekt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a New Company to Your Connekt CRM Workspace

> Create a company record in Connekt, add billing details and custom fields, then link contacts and job openings to build your complete client hub.

Companies are the central hub for everything related to your clients and target employers — linking contacts, job openings, notes, and billing details in one place. Before you start sourcing for a new client, create a company record so that all activity is tracked against it from day one.

<Steps>
  <Step title="Open the Companies section">
    Go to **Companies** in the main navigation and click **Create**.
  </Step>

  <Step title="Enter the company's details">
    Fill in the core fields for the company:

    * **Company name** *(required)* — the only field you must provide to save the record.
    * **Industry** *(optional)* — helps you filter and segment your client list.
    * **Website** *(optional)* — useful for quick reference and enrichment.
    * **Location** *(optional)* — enter the city and country where the company is based.
  </Step>

  <Step title="Add billing details (optional)">
    If you manage invoicing through Connekt, expand the billing section and complete the relevant fields:

    * **Payment terms** — enter the number of days (e.g. 30, 60).
    * **Billing address** and **billing entity** — the legal entity you invoice.
    * **Tax ID** — for VAT or other tax reference numbers.
    * **Billing terms / notes** — any freeform notes about invoicing arrangements for this client.
  </Step>

  <Step title="Complete custom fields">
    If your workspace admin has configured custom fields for companies, you'll see them on this form. Fill in any that are relevant to the record.

    <Tip>
      Custom fields are configured in **Settings → Field Configuration**. Ask your admin if you need a field that isn't currently available.
    </Tip>
  </Step>

  <Step title="Save the record">
    Click **Save**. The company record is created and you're taken to its detail page.
  </Step>
</Steps>

## After creating the company

Once the record exists, a few follow-up steps help you get the most out of it straight away.

<CardGroup cols={3}>
  <Card title="Add contacts" icon="user-plus">
    Go to the **Contacts** tab on the company record to add the people you work with there — hiring managers, HR leads, and other stakeholders. You can also create contacts from the Contacts section and link them to this company during creation.
  </Card>

  <Card title="Set a primary contact" icon="star">
    On the **Contacts** tab, mark one contact as **Primary**. The primary contact appears prominently on the company profile card for quick reference. Only one primary contact can be set per company.
  </Card>

  <Card title="Create job openings" icon="briefcase">
    Create job openings and link them to this company so candidates, submissions, and placements all roll up to the right client record automatically.
  </Card>
</CardGroup>

<Note>
  Company records are never deleted when jobs are filled or closed — they remain fully searchable and auditable. All associated contacts, jobs, notes, and billing information stay connected to the record over time.
</Note>