This article covers how to use the Companies list in Keap™, including how to access the Companies list, view contacts associated with a company, add contacts to a company, transfer contacts to a different company, and take bulk actions on multiple contacts at a company. This article does not cover how to create or edit company records. For help with company records, see how to manage company records in Keap.

Why Organizing Contacts by Company Helps You Manage Business Relationships

When working with business clients, multiple contacts at the same company need to be managed together — not as separate unrelated records. The Companies list in Keap organizes all contacts under their associated company in a single view, making it easy to see who works at a company, take action on all contacts at that company at once, and transfer contacts between companies when accounts change. A search bar at the top of the Companies list provides quick access to any company without scrolling through the full list.

How to Access Your Companies List in Keap

1. Select Contacts in the left-hand navigation of your Keap account, then select Companies.

   

   The screenshot above shows the Keap left-hand navigation with Contacts selected and the Companies option visible in the submenu. Selecting Companies opens the Companies list.

2. The Companies list displays all companies in the Keap account with 50 companies shown per page.

   

   The screenshot above shows the Keap Companies list. The list displays up to 50 company records per page. A search bar appears at the top of the list for finding a specific company without scrolling.

3. Use the page navigation buttons at the bottom of the Companies list to move between pages when the company list spans multiple pages.

   

   The screenshot above shows the page navigation buttons at the bottom of the Keap Companies list. Select the next or previous page buttons to navigate between pages of company records.

How to View Contacts Associated With a Company

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

2. Select a company from the Companies list to open the company record and view the contacts associated with that company.

   

   The screenshot above shows the Keap Companies list with a company selected. The contacts associated with the selected company are displayed in the contact list on the right side of the screen.

3. Select any contact in the list to open that contact's individual contact record.

   

   The screenshot above shows the contact list within a Keap company record. Selecting any contact name in the list opens the full contact record for that individual.

How to Add Contacts to a Company

Contacts can be added to a company from the Companies list or by updating the Company field directly on an individual contact record. Follow these steps to add contacts using the Companies list.

1. Open the Companies list and select the company to add contacts to.

   

   The screenshot above shows the Keap Companies list with a company selected. The company contact list and the Add a Contact button are visible in the company view.

2. Select the + button or the Add a Contact button to open the contact selection panel.

   

   The screenshot above shows the Keap company contact list with the plus button and the Add a Contact button visible. Selecting either button opens the contact selection panel.

3. Select an existing contact to add to the company or create a new contact. To use an internal form while adding contacts, select the Add contacts to this company header in the contact selection panel.

4. Select Add Contacts to confirm the addition.

   

   The screenshot above shows the Keap contact selection panel with the Add Contacts button visible. Selecting Add Contacts confirms the selection and adds the contacts to the company record.

How to Transfer Contacts to a Different Company

1. Open the Companies list and select the company whose contacts will be transferred.

2. Select the contacts to transfer. Select Select All to select all contacts at the company, or select the avatar next to each individual contact to select specific contacts.

   

   The screenshot above shows the Keap company contact list with the Select All button visible. Selecting Select All selects all contacts at the company. All selected contacts will be included in the transfer.

   

   The screenshot above shows the Keap company contact list with individual contact avatars selected. Selecting the avatar next to a contact selects that specific contact for the action without selecting all contacts at the company.

3. Select Transfer from the action options.

   

   The screenshot above shows the Transfer button in the Keap company bulk action options. Selecting Transfer opens the company selection panel where the destination company is chosen.

4. Select the company to transfer the contacts to.

   

   The screenshot above shows the Keap company transfer panel. The panel displays the available companies. Select the destination company to which the selected contacts will be transferred.

5. Select Review Changes to preview the transfer before applying.

   

   The screenshot above shows the Keap company transfer review screen with the Review Changes button visible. Selecting Review Changes displays a summary of which contacts will be transferred and to which company before the transfer is finalized.

6. Select Apply Changes to complete the transfer.

   

   The screenshot above shows the Keap company transfer confirmation screen with the Apply Changes button visible. Selecting Apply Changes finalizes the transfer and moves the selected contacts to the destination company.

How to Take Bulk Actions on Multiple Contacts at a Company

The Companies list allows bulk actions to be taken on all or selected contacts at a company. The following bulk actions are available: add or remove tags, send a broadcast email, export contact details, add contacts to an automation, and delete contacts.

1. Open the Companies list and select the company whose contacts the bulk action will be applied to.

2. Select the contacts to include in the bulk action. Select Select All to include all contacts at the company, or select the avatar next to each individual contact to select specific contacts.

   

   The screenshot above shows the Keap company contact list with the Select All button visible. Selecting Select All selects all contacts at the company for the bulk action.

   

   The screenshot above shows the Keap company contact list with individual contact avatars selected. Select the avatar next to each contact to include specific contacts in the bulk action without selecting all contacts at the company.

3. Select the desired action from the bulk action options that appear after contacts are selected.

   

   The screenshot above shows the Keap company bulk action toolbar that appears when contacts are selected. The toolbar displays the available bulk actions — Add Tags, Remove Tags, Send Broadcast, Export, Add to Automation, and Delete. Select the desired action to apply it to all selected contacts.

Frequently Asked Questions

What does this article cover?

This article covers how to use the Companies list in Keap, including how to access the list, view contacts associated with a company, add contacts, transfer contacts to a different company, and take bulk actions on multiple contacts. This article does not cover how to create or edit company records. For help with company records, see how to manage company records in Keap.

Can I add a contact to a company from the contact record instead of the Companies list?

Yes. Contacts can be added to a company by opening the individual contact record and updating the Company field on the record. This is an alternative to adding contacts through the Companies list and produces the same result.

What bulk actions are available for contacts in the Companies list?

The following bulk actions are available when one or more contacts are selected in the Companies list — Add Tags, Remove Tags, Send Broadcast, Export, Add to Automation, and Delete. Select the contacts to act on using Select All or by selecting individual contact avatars, then choose the desired action from the bulk action toolbar.

Can I transfer only some contacts at a company rather than all of them?

Yes. Select the avatar next to each individual contact to select specific contacts for the transfer rather than using Select All. Only the contacts with their avatars selected will be included in the transfer. After selecting the specific contacts, select Transfer from the action options and choose the destination company.