Open a company from CRM > Companies. The top shows the name, the lifecycle stage, the industry and the owner. A strip of facts follows: Domains, Website, Address, Country, Company size, VAT number, Chamber of commerce, People, Created and Last activity. On the left you find the people of the company and the activity timeline. On the right you find Deals, Tasks, Tags and Custom fields. On small screens the cards stack below each other.

The icon buttons at the top right are Message a person at this company, Edit and Delete. Edit needs Edit CRM records. Delete needs Delete and merge CRM records. Deleting removes the company; its people stay in your CRM without a company.

The People table shows the name, email, phone, lifecycle stage and last activity of each person linked to the company. Click a person to open the profile. With no people you see No people at this company yet. To link a person, open their profile, click Edit and choose the Company.

In Edit company you can change the Company name, the domains (up to 10, for example example.com), the website (it must start with https://), the industry, the company size, the lifecycle stage, the owner, the address, the VAT number, the chamber of commerce number, tags and custom fields. Only users who may assign others can change the owner. Click Save. If a colleague changed the company first, QrX asks you to reload before saving.

Custom fields for people and companies are included on Starter and higher plans. Open Settings > CRM > Custom fields, choose People or Companies, and add a field. Edit the person or company to enter its value. Use a URL field for a LinkedIn profile. If no fields exist, Manage custom fields opens the correct record type. Only users with CRM settings access can manage definitions. A loading error shows Retry; it does not mean that your fields were deleted.

Use the note editor on a person, company or deal to add bold, italic, underlined or struck-out text, lists, quotes, links, tables and inline images. Paste or insert an image, then click it to resize. Editing an existing note preserves these formats. Empty notes cannot be saved. Notes with images can be larger (up to about 500,000 characters of HTML). You can still attach a private file to a saved note.

On desktop, scroll the left column to reach the activity panel below the people table. The note editor and activity feed keep their own visible space.

Select up to 20 teammates below a note. Only teammates with access to the record can be selected. Each new recipient gets a private notification linking to the record, without note content. Editing preserves mentions; removing a mention or deleting the note removes its notification. Concurrent edits require reloading the note.

Use Attach file below a saved note. JPEG, PNG and plain text files up to 1 MB are supported, with at most 10 active files per note. Files stay unavailable (Security scan pending) until the security scan accepts them. A rejected file shows File rejected and cannot be downloaded. Record access is checked on every download; changing files requires edit permission and note ownership or delete permission. Removing a note erases its files. If Attach file does not appear, note files are not available for your account; contact support.

Click Message a person at this company. A dialog asks Who do you want to message?. Choose a Person and click Continue; only people at this company with an email address are listed. The composer then opens for that person. Choose the sender under From, enter a Subject and a Message, and click Send. Use Insert a variable to fill in CRM variables such as First name or Company name for the person. Insert a template opens the Message Centre template picker; you can also type / in the subject or message. Review the plain text before sending. Only CRM variables are filled in; Message Centre template variables are not resolved here. The button is greyed out when your role lacks a permission; hover over it to see which.

To record a past call, open Log conversation, choose Call and enter its date and time in the timezone shown. Conversation and Meeting can also be logged. Add your notes, optional teammate mentions and an optional follow-up task or meeting, then save. The activity uses the selected time; future or invalid times are rejected. A manual call appears in Activity and the person’s Calls filter, keeps note editing and file attachments, and does not dial a number or create a recording.