Getting Started with GoHighLevel

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Getting Started with Companies in GoHighLevel

GoHighLevel makes managing client accounts far more structured than tools like ClickUp when it comes to CRM and sales operations. This step-by-step guide explains how to set up and use Companies so you can organize accounts, locations, and contacts efficiently inside GoHighLevel.

The Companies feature lets you group multiple locations, assign contacts, and keep all related records connected to a single account, which is especially useful for agencies and B2B teams.

What Are Companies in GoHighLevel?

In GoHighLevel, a Company is an account record that can include:

  • One or more locations (sub-accounts)
  • Contacts linked to that Company
  • Address and basic business information
  • Company owners and associated users

Using Companies in GoHighLevel helps you avoid duplicate records and gives your team a single view of each customer organization.

How to Access the Companies Page in GoHighLevel

To begin working with Companies, you must first navigate to the Companies screen inside GoHighLevel. Follow these steps:

  1. Log in to your GoHighLevel account.
  2. Go to the left-hand navigation menu.
  3. Click on Contacts.
  4. Select the Companies tab at the top of the Contacts area.

From here you can view, create, and manage all Company records associated with your locations.

How to Create a New Company in GoHighLevel

Creating a Company record is the first step before linking locations and contacts. Use the following process:

  1. Open the Companies tab under Contacts.
  2. Click the + New or Add Company button (depending on your interface version).
  3. Fill in the required Company details:
  • Company Name – the business or organization name.
  • Website – official URL if available.
  • Phone Number – main contact phone.
  • Email – general or primary business email.
  • Address – street, city, state, postal code, and country.
  1. Optionally add additional descriptive fields if shown.
  2. Click Save to create the Company record.

After saving, GoHighLevel will display the Company profile page, where you can add more details and associations.

Understanding the Company Detail View in GoHighLevel

The Company detail screen provides a central place to see all important information related to an account in GoHighLevel. Common sections include:

  • Basic Information – name, website, phone, email, and address.
  • Associated Contacts – people linked to the Company.
  • Associated Locations – sub-accounts or locations under the same Company.
  • Company Owner – user assigned as the main owner of the Company.

Use this page to quickly check which locations and contacts belong to a specific Company and to maintain consistent data across your CRM.

How to Link Contacts to a Company in GoHighLevel

To keep contact records tied to the right organization, you can associate them with a Company. There are two common ways to do this inside GoHighLevel.

Method 1: Link from the Contact Record

  1. Go to Contacts in your GoHighLevel workspace.
  2. Select the contact you want to update.
  3. Open the contact’s detail page.
  4. Look for the Company field.
  5. Search for and select the correct Company.
  6. Click Save to confirm the association.

The contact will now show under the Company’s associated contacts list.

Method 2: Link from the Company Record

  1. Open the Companies tab.
  2. Click on the Company you want to update.
  3. Find the Contacts or Associated Contacts section.
  4. Click Add Contact or a similar button.
  5. Choose existing contacts or create a new one and link it to the Company.

This approach is useful when you are working from the Company perspective and want to add several contacts at once.

How to Associate Locations with a Company in GoHighLevel

For agencies and multi-location businesses, linking locations to a Company helps keep your GoHighLevel account structured and segmented by brand or parent organization.

  1. Navigate to Contacts > Companies.
  2. Select the Company record you want to edit.
  3. Scroll to the Locations or Associated Locations section.
  4. Click Add Location.
  5. Choose one or more locations from the list of available sub-accounts.
  6. Save your changes.

After you associate locations, they will appear on the Company page, giving you a high-level view of all connected sub-accounts.

Managing Company Ownership and Users in GoHighLevel

Assigning a Company owner helps your team know who is responsible for that account. Depending on your version of GoHighLevel, you may also see user-level associations.

  1. Open the Company detail page.
  2. Locate the Owner or Company Owner field.
  3. Select the appropriate user from the dropdown.
  4. Save your changes.

Ownership is useful for reporting, accountability, and routing tasks such as follow-ups or deal management inside GoHighLevel.

Editing and Updating Companies in GoHighLevel

You can update Company records at any time to keep data accurate and consistent.

  1. Go to Contacts > Companies.
  2. Click on the Company you want to modify.
  3. Edit fields such as name, website, phone, email, or address.
  4. Review associated contacts and locations for accuracy.
  5. Click Save after making changes.

Regularly reviewing your Companies in GoHighLevel prevents duplicates and ensures your pipeline reflects real account structures.

Best Practices for Using Companies in GoHighLevel

To get the most value from the Companies feature, follow these practical tips:

  • Use clear naming conventions – match the legal or commonly used business name.
  • Assign a Company owner – so someone is always accountable for the relationship.
  • Link all relevant locations – especially for franchises or multi-branch clients.
  • Associate every key contact – decision makers, billing contacts, and technical contacts.
  • Avoid duplicates – search for an existing Company before creating a new one.

Following these guidelines keeps your GoHighLevel data structured and easier to report on for your agency or sales team.

Where to Learn More About GoHighLevel Companies

For additional details and interface screenshots, you can review the official help article on getting started with Companies in GoHighLevel. This resource walks through the same concepts using the native support documentation.

If you need strategic help implementing CRM structures, automation, or advanced configuration around GoHighLevel, you can also consult specialists at Consultevo for done-for-you systems and consulting.

By setting up Companies correctly in GoHighLevel, you create a solid foundation for account-based workflows, better reporting, and more organized client management across every location and contact connected to your agency.

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