# Organization in CRM

Local use of Companies in the CRM.

[Shared definition and source fields](/systems/core/organization).

Companies serves two roles: Counterparty is the customer or partner, linked from Company° on Deal and Interaction (inverses Deals (Counterparty) and Interactions (Counterparty)); Accountable is the group company selling. Keep those links distinct. Search by website/domain before creating an organization. CRM Record ID is RECORD_ID(), a local locator, despite a description that also mentions a UUID. It is not portable identity. Mirror write-back and automatic deduplication remain unverified.


[![Companies intake: identify the company and its website.](/systems/crm/screens/company-step-1.png)](/systems/crm/screens/company-step-1.png)

*Companies intake: identify the company and its website.*

## Local usage

| Field | Storage | Current configuration |
| --- | --- | --- |
| Deals (Counterparty) | Linked records | [Deal](/systems/crm/entity-deal); inverse of Company° |
| Interactions (Counterparty) | Linked records | [Interaction](/systems/crm/entity-interaction); inverse of Company° |
| Deals (Accountable) | Linked records | [Deal](/systems/crm/entity-deal); Multiple-record picker |
| Automation: Lead Source | Linked records | [Automation: Lead Source](/systems/crm/entity-lead-source); Multiple-record picker |
| Interaction | Linked records | [Interaction](/systems/crm/entity-interaction); Multiple-record picker |
| Intake Step | Formula | Calculated; see rules below. |
| CRM Record ID | Formula | Calculated; see rules below. |

## Local rules

### Intake Step

```text
IF(OR({Lifecycle Status} = "Active", {Lifecycle Status} = BLANK()),
IF(OR({Alternate Name*} = BLANK(), {Website°} = BLANK()), "Company - 1", ""), "")
```

### CRM Record ID

```text
RECORD_ID()
```

## Maintenance

Correct shared facts at their owning source and local links in CRM. A table name or field description alone does not verify sync direction, field mapping, refresh interval or API write support. Campaign has a separately verified contract; do not generalize it to the other mirrors.

[Domain boundaries](/systems/crm/architecture) · [All entities](/systems/crm/entities)