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The Businesses feature lets you create company-level records and associate individual contacts with those companies. This gives your team a structured, account-based view of your relationships — you can track deals, notes, and activities at the company level rather than only at the individual contact level. Businesses are their own object in the HoopAI Platform and can be linked to contacts, opportunities, and custom objects through associations.

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Accessing businesses

Navigate to Contacts and click the Businesses tab at the top of the section. The businesses list shows all company records with their associated contact counts and key details.

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Creating a business

1

Open the Businesses tab

Go to Contacts > Businesses and click + Create Business (or the + Add button, depending on your account view).
2

Enter business details

Fill in the company information:
  • Business name — the company’s legal or trading name (required)
  • Phone number — main business phone
  • Email address — main business email
  • Website — company URL
  • Address — street, city, state, zip, and country
  • Description — free-text notes about the company
3

Save the business

Click Save to create the business record. It appears immediately in the Businesses list.
Creating a new business record in the Businesses tab

Creating a new business record

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Linking contacts to a business

After creating a business record, associate individual contacts with it so you can view all people at that company in one place.

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From the business record

1

Open the business record

In Contacts > Businesses, click the business name to open its record.
2

Add a contact

In the Contacts section of the business record, click + Add Contact.
3

Search and select

Type the contact’s name or email to search. Select the matching contact from the dropdown to create the association.

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From a contact record

1

Open the contact record

Navigate to Contacts > Smart Lists and click the contact’s name.
2

Go to General Info

Click the General Info tab in the left panel. Locate the Business Name field.
3

Enter or select the business

Type the business name. If it already exists in your Businesses list, select it from the suggestions. If it does not exist, type the name and save — a new business record may be created automatically, or you can create it separately in the Businesses tab.
Linking contacts to a business through the General Info tab is the fastest way to associate many contacts at once when doing a data import — include a “Business Name” column in your CSV and map it during the import field-mapping step.

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Viewing a business record

A business record consolidates everything related to that company in one view:
  • Overview panel — name, phone, email, website, address, and description
  • Contacts — all individual contacts linked to this business
  • Opportunities — all open and closed deals associated with the business
  • Notes — company-level notes visible across the team
  • Activity — a timeline of interactions linked to the business or any of its contacts
  • Custom fields — business-level custom fields configured in Settings
Business record overview

A business record overview showing contacts and details

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Editing a business record

1

Open the business record

Click the business name in the Businesses list.
2

Edit fields

Click the pencil icon next to any field to edit it, or click directly into editable fields. Changes save automatically when you click outside the field.

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Removing a contact from a business

1

Open the business record

Navigate to Contacts > Businesses and click the business name.
2

Remove the association

In the Contacts section, click the X or the trash icon next to the contact you want to remove. This removes the link between the contact and the business but does not delete the contact record.

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Deleting a business

In the Businesses list, click the three-dot icon next to the business and select Delete. Confirm the deletion when prompted.
Deleting a business record removes the company and its associated data, but does not delete the individual contact records linked to it. Contacts remain in the system; they simply lose the business association.

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Business custom fields

Custom fields configuration for businesses

Custom fields settings for business records

You can create custom fields specifically for business records to capture company-specific attributes such as industry, company size, annual revenue, or account tier. Go to Settings > Custom Fields, select the Companies object tab, and create fields using the same process as contact custom fields. Business custom fields appear in the business record and can be used as filter conditions in smart lists that target business objects.

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Frequently asked questions

A contact’s primary business name field holds one company. However, through the Associations feature, you can link a contact to multiple business records using custom association labels.
Yes. During the contact import wizard, select both Contacts and Businesses as import objects. Map the business fields during the field-mapping step. New business records are created automatically for company names that do not already exist.
Yes. Use Advanced Filters in Smart Lists and filter by the Business Name field to find all contacts associated with a specific company.
Opportunities can be linked to both a contact and a business simultaneously. When you associate an opportunity with a contact who belongs to a business, the opportunity appears on both the contact record and the business record.
Last modified on March 22, 2026