User Guide
  • What is Workevo?
  • Getting Started
    • The Workevo Glossary
  • Profiles Management
    • About Profiles
    • Create New Profile
    • How do Filters Work?
    • What is an Audience?
    • Group Your Profiles by Tag
    • Edit or delete tags
    • Create a New Company
    • Group Your Profiles by Company
  • Data Connection
    • Import your contact data into Workevo
    • How to enrich your contact data?
    • Know every contact and company personally in Workevo
    • Get valuable customer insights from day one
    • How to send one-to-one email to a contact?
    • Saved email templates explained
    • Email tracking explained
  • Workflow Automation
    • Workflow automation overview
    • Automation templates overview & Ideas Hub
    • The automation builder explanation
    • Creating an automation walkthrough
    • Automation triggers explained
    • Automation actions explained
    • Email builder overview
    • Personalization tags explanation
  • Web Forms
    • How to create a form
    • Understanding form statistics
  • Tracking
    • Tracking contact data in Workevo
    • Send custom contact attributes to Workevo
    • Track conversions and clicks with UTM parameters
    • Customize Workevo to be about your customers
    • Custom attributes and events: what's the difference?
    • Track Events in Workevo
    • Set up event tracking in Workevo
    • How to collect valuable data?
    • Custom data planning tool
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  1. Profiles Management

Group Your Profiles by Company

PreviousCreate a New CompanyNextImport your contact data into Workevo

Last updated 3 years ago

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Contact is recognized by the email's domains.. Workevo system will automatically recognize and add all contacts that have the same email domains.

To create a new company, follow the steps below:

Step 1: Click the button "Create a new company" in the top right corner in the Contact -> Company

Step 2: Enter the company website domain name without "https://www" and the company name, click "Add" to save changes.

Step 3: The notification "New company has been created" will let you know that you have successfully created a new company, please check the new company on the list of companies.