🏢 Companies in Tenziv CRM
In Tenziv, Companies are the foundation of your CRM. Every deal, contact, and activity starts with a company — whether it’s a lead, a current client, or a past customer.
Each company gives you a central place to manage all related contacts, deals, documents, emails, tasks, and more.
🧱 Companies Are the Core of Your CRM
Tenziv follows a Company-first structure:
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Contacts are assigned to companies
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Deals are associated with companies
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Documents and activities are linked through the company
Everything is in one place — so your team never misses a detail.
➕ Creating a Company
To create a new company:
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Go to the Companies tab
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Click Add Company
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Fill in:
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Company Name (required)
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Email / Phone
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Website / Address
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Tags or notes
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Assign an Owner
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Click Save
👀 Viewing & Managing Companies
In the Companies tab, you’ll see a full list of all companies in your CRM.
From here you can:
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Click into a company to see its full profile
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View all related:
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📞 Contacts
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📄 Documents
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💼 Deals
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✏️ Notes
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📆 Tasks
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📧 Emails
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Apply filters (industry, owner, tags, last activity, etc.)
🛠 Editing & Deleting Companies
To edit a company:
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Click the company name, then “Edit” in the top-right
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Update any field and hit Save
To delete a company:
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Go to the company page or click the ⋯ menu in the list
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Only Admins or Owners can delete a company (if allowed in settings)
🏷 Tags, Status, and Ownership
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Use Tags to categorize companies (e.g., “Lead”, “VIP”, “Ireland”)
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Set Owner to define responsibility
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Track Status (Prospect, Customer, Archived)
This helps segment your database and build filtered lists for sales, marketing, or reporting.