--- title: Companies Page (NEXT) Overview description: Discover how to manage companies in NEXT—configure the grid, create and edit company records, manage contacts, agreements, documents, memos, and more. --- [Skip to content](https://help.sitezeus.com/companies-page-next-overview#main-content) English Show submenu for translations ![SiteZeus-Logo-MARK.png\]](https://help.sitezeus.com/hs-fs/hubfs/Hubspot%20Assets/SiteZeus-Logo-MARK.png?height=40&name=SiteZeus-Logo-MARK.png) - [Default HubSpot Blog](https://info.sitezeus.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://info.sitezeus.com/blog) - English Show submenu for translations - [Go to SiteZeus.com](https://sitezeus.com/) [Go to SiteZeus.com](https://sitezeus.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center - Build & Sell](https://help.sitezeus.com/?hsLang=en) 2. [Companies](https://help.sitezeus.com/companies?hsLang=en) # Companies Page (NEXT) Overview #### The Companies page in NEXT is your central hub for creating, managing, and tracking company records—such as franchisees, landlords, vendors, or internal entities. #### Once your account is migrated to NEXT, clicking the Companies tab will automatically redirect you from Classic to the new Companies experience. #### The new page retains the familiar grid-style layout you’re used to, while introducing improved configuration, exporting, and record management tools. --- ### **Navigating the Companies Grid** The Companies page opens to a configurable grid that displays your company records. ###### **Configuring Grid Columns** Instead of the checkbox-style column selector from Classic, grid configuration is now managed through the gear icon in the upper-left corner of the page. Grid configurations are **per user**. Any changes you make will only affect your own view. From the configuration window, you can:  - Select which columns appear in the grid - Add **basic company fields** such as Company Type, Concept, Contacts, Notes and more. - Include any **Company-associated Custom Fields** - Reorder columns by clicking and dragging fields into your preferred order - **Apply** changes immediately - **Save** the configuration for future use > ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-06-29-52-7554-PM.png?width=670&height=441&name=image-png-Jan-15-2026-06-29-52-7554-PM.png) --- ### **Exporting the Companies Grid** The Companies grid is exportable at any time. When exporting: - The file will reflect your **current grid configuration** - Only the **selected columns** and **column order** will be included This makes it easy to generate tailored exports without additional setup. **![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-06-32-48-5880-PM.png?width=630&height=403&name=image-png-Jan-15-2026-06-32-48-5880-PM.png)** --- ### **Pinning Companies** You can pin one or more companies for quick access. Available options include: - Clicking the **pin icon** directly on a company record - Searching for companies and pinning them in bulk using the **pin icon next to the search bar** Pinned companies remain easily accessible at the top of your list. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-06-35-47-6590-PM.png?width=654&height=247&name=image-png-Jan-15-2026-06-35-47-6590-PM.png) --- ### **Create a New Company** To create a new company: 1. Click the **“+” icon** in the upper-left corner of the Companies page 2. Complete the required fields: - **Name** - **Type** (defaults to *Franchisee*) - **Status** (defaults to *Active*) Once created, the company record opens into its own **Company Card**, where additional details can be managed. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-06-37-52-2356-PM.png?width=536&height=480&name=image-png-Jan-15-2026-06-37-52-2356-PM.png) --- ### **Company Card Overview** Each company has a dedicated Company Card with multiple tabs for organizing related information. ### Info Tab The **Info** tab contains basic company details, including Name, Type, Status, Concept, Address and Phone Number.   Changes made in this section **automatically save** as soon as they are edited. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-06-41-48-6090-PM.png?width=555&height=458&name=image-png-Jan-15-2026-06-41-48-6090-PM.png) --- ### Contacts Tab The **Contacts** tab manages all contacts associated with a company. From this tab you can: - Mark one or more contacts as **Primary Contacts** using the star icon - Disassociate a contact by clicking the **red link icon** - Add contacts by clicking the **“+” icon** at the bottom of the tab When adding a contact, you can either search for an existing contact or create a new contact directly from this form.   ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-06-48-11-7338-PM.png?width=604&height=224&name=image-png-Jan-15-2026-06-48-11-7338-PM.png) ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-06-50-22-1163-PM.png?width=521&height=621&name=image-png-Jan-15-2026-06-50-22-1163-PM.png) --- ### Custom Data Tab The **Custom Data** tab displays all Custom Fields associated with Companies. For clients with a large number of Custom Fields: - Use the **search bar** at the top of the tab to quickly find specific fields - The form dynamically narrows results as you type All Company Custom Fields are managed from this tab. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-06-54-33-8240-PM.png?width=574&height=626&name=image-png-Jan-15-2026-06-54-33-8240-PM.png) --- ### Agreements Tab The **Agreements** tab manages both **Development Agreements** and **Franchise Agreements** for a company. Associating Companies or Franchise Agreements to Sites is optional and intended for reporting and data tracking purposes only. #### Development Agreements - Created using the **“+ Development Agreement”** button - The only required field is a **name** #### Franchise Agreements - Live under their parent Development Agreement - Created and managed within the **Franchise Agreement** tab Key dates such as **Committed** and **Signed** are tracked and surfaced in the **Agreement Pipeline Report**, allowing you to compare contractual timelines against development progress. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-06-56-39-8340-PM.png?width=641&height=305&name=image-png-Jan-15-2026-06-56-39-8340-PM.png) ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-06-57-44-8411-PM.png?width=580&height=428&name=image-png-Jan-15-2026-06-57-44-8411-PM.png) --- ### Documents Tab The **Documents** tab serves as a document repository for company-related files. Features include: - Unlimited folders and file uploads - Drag-and-drop file uploads - Click-to-browse file selection This repository functions similarly to the Documents tab on the Sites page. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-07-18-52-5505-PM.png?width=542&height=416&name=image-png-Jan-15-2026-07-18-52-5505-PM.png) --- ### Memos Tab The **Memos** tab allows you to create and manage company-specific notes and communications. Permissions are granular and include options for: - View / Edit / Delete **All Memos** - View / Edit / Delete **My Memos** The memo grid itself is configurable: - Columns can be reordered, hidden, or shown - The grid is exportable To create a memo: - Click the **“+” icon** - The **Source** defaults to *Note*, but can be changed to *Email* or *Phone* - The **Category** field is fully customizable, allowing users to create their own memo categories ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-07-22-34-9250-PM.png?width=560&height=509&name=image-png-Jan-15-2026-07-22-34-9250-PM.png) --- ### Credits Tab (Collect Module Only) The **Credits** tab appears **only** for clients who have purchased the **Collect** module. For more information about Credits and Collect functionality, please contact Support. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-07-24-46-4333-PM.png?width=631&height=405&name=image-png-Jan-15-2026-07-24-46-4333-PM.png) --- ### **Deleting a Company** To delete a company: - Click the **red trash can icon** at the top of the Company Card > Deletions are permanent and should be used with caution. > > ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-15-2026-07-26-10-7305-PM.png?width=670&height=558&name=image-png-Jan-15-2026-07-26-10-7305-PM.png) > > --- ### **Need Help?** > If you have questions or feedback about any of these features, please contact support using the in-app chat. 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