This article covers how to manage company records in Keap™, including how to access, add, and edit company records, how to create and manage custom company fields, and how to delete a company record. Up to 100 custom company fields can be added to company records in addition to the standard fields included by default. This article does not cover how to manage contacts associated with a company. For help with the Companies list, see how to manage contacts by company using the Companies list in Keap.

Why Keeping Company Records Up to Date Improves B2B Relationship Management

When working with business clients, having company details — such as phone number, website, address, and custom business-specific information — stored directly on the company record keeps that context accessible without needing to open individual contact records. Custom company fields allow business-specific data to be captured that does not fit standard fields — for example, industry type, contract renewal date, or account tier. Each company record is independent of contact records and can store up to 100 custom fields specific to company information.

Tip: When working across multiple company or contact records at once, right-click a company record and select Open Link in New Tab to open each record in its own browser tab.

How to Access a Company Record in Keap

1. Select Contacts in the left-hand navigation, then select Companies.

   

2. Select a company from the Companies list to open the company record.

   

How to Add a Company Record in Keap

Companies can also be created by entering a company name in the Company field on a contact record and are automatically created during contact imports.

1. Open the Companies list by selecting Contacts then Companies in the left-hand navigation.

2. Select Add a Company or the + button at the top of the Companies list.

   

3. Enter the company name.

   

4. Add contacts and any additional details to the company record.

   

5. Select Add Company to save the new company record.

   

How to Edit a Company Record

1. Open the company record and select Edit.

   

2. Modify the company information as needed, then select Save.

   

Standard Company Fields in Keap

The following standard fields are included on every Keap company record by default:

• About

• Phone and phone type

• Fax

• Website

• Email

• Address

How to Create and Add Custom Company Fields

Up to 100 custom fields can be added to company records. Custom company fields are independent of custom contact fields and cannot be referenced using merge fields. Once a custom company field is created, the field type cannot be changed. Custom company fields can also be created, edited, and deleted in the custom fields management settings. For information about available field types, see custom field types in Keap.

1. Open the company record and select Edit.

   

2. Select Add Custom Company Field.

3. Select an existing custom company field from the list to add it to the record, or select Create Custom Company Field to create a new field.

   

4. To create a new field, enter a name, select a field type, configure the field settings as needed, and select Create Field.

   

5. Enter the relevant information into the field.

6. Select Save.

   

How to Remove a Custom Company Field From a Single Company Record

Removing a custom company field from a company record removes it from that record only. The field remains on all other company records where it has been added.

1. Open the company record and select Edit.

   

2. Select the menu button next to the custom company field to be removed.

   

3. Select Reset Field to Default State.

   

4. Select Save.

   

How to Edit a Custom Company Field

Editing a custom company field updates the field definition for all company records that contain the field — not just the current record.

1. Open the company record and select Edit.

   

2. Select the menu button next to the custom company field to be edited.

   

3. Select Edit Custom Company Field.

   

4. Edit the field definition as needed, then select Save Field.

How to Delete a Custom Company Field

Warning: Deleting a custom company field permanently deletes the field and all data stored in that field from every company record that uses it. This action cannot be undone.

1. Open the company record and select Edit.

   

2. Select the menu button next to the custom company field to be deleted.

   

3. Select Edit Custom Company Field.

   

4. Select Delete Field.

   

5. Select Delete Field again in the confirmation dialog to confirm the deletion of the field and all stored data.

How to Delete a Company Record

1. Open the company record and select Edit.

   

2. Select Delete Company at the bottom of the company record.

   

3. If contacts are associated with the company, a prompt will appear asking how to handle those contacts before the company is deleted. Select the desired option for handling the associated contacts.

   

4. If transferring contacts to another company, select the destination company.

   

5. Select Next: Review Changes.

   

6. Select Apply Changes to confirm and complete the deletion.

   

7. The company record is deleted, removed from all associated contacts, and a confirmation message appears in the bottom right corner of the screen.

   

Frequently Asked Questions

What does this article cover?

This article covers how to manage company records in Keap, including how to access, add, and edit company records, how to create and manage custom company fields, and how to delete a company record. For help with the Companies list, see how to manage contacts by company using the Companies list in Keap.

Can company information be used to filter or segment contacts?

Filtering and segmenting contacts by company information is not currently supported in Keap.

Can automations be triggered based on company information?

Triggering automations based on company information is not currently supported in Keap.

Are custom company fields separate from custom contact fields?

Yes. Custom company fields are completely separate from custom contact fields. Each company record has up to 100 custom company fields that are independent of the custom contact fields on contact records.

Are the same custom field types available for company fields as for contact fields?

Yes. All custom field types available for custom contact fields are also available for custom company fields. For a full list of field types, see custom field types in Keap.

Can the field type of a custom company field be changed after it is created?

No. Once a custom company field is created, the field type cannot be changed. This also applies to custom contact fields. Select the correct field type before creating a custom field — the type cannot be modified after the field is saved.

If a custom company field is removed from one company record, does it affect other companies?

No. Removing a custom company field from a company record using the Reset Field to Default State option removes the field from that record only. The field remains on all other company records where it has been added.

If a custom company field is deleted, does it remove it from all company records?

Yes. Deleting a custom company field permanently removes the field and all data stored in that field from every company record that uses it. This action cannot be undone. Use Reset Field to Default State to remove a field from a single record without affecting other records.