Overview
The Records section contains Companies and Contacts.Companies
Companies represent accounts or organizations.Company list
Use the company list to search, filter, sort, create, edit, and delete companies.Company details
A company can include overview details, conversations, tickets, contacts, peers, metrics, files, notes, and pricing.Shortcut
UseG then C to go to companies.
Contacts
Contacts represent people connected to conversations and companies.Contact list
Use the contact list to search, filter, sort, create, edit, and delete contacts.Contact details
A contact page shows overview information plus related conversations and tickets.Shortcut
UseG then C to go to contacts.