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A company record is the customer's folder

October 21, 2026

0:42

Here's how I describe a company record, and it works for a contact record too: "one of the ways I describe a company record or a contact record is by pointing to their customer's folder."

Open that folder and there's a customer name folder for every customer, and each one holds the context. "That's what a company record is."

So this update is an opportunity: "there's opportunity here to bring this in and show that same folder." Then you get to say, "Oh, look at that. There's the invoice."

If you're explaining a CRM record to someone who lives in file folders, start there.

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