How to Create a Company in PSOhub

Published: 1 June 2026

Audience

PSOhub Administrators
Controllers
Project Managers

Objective

This article explains how PSOhub Admins create, edit, and manage companies in PSOhub.

Prerequisites

✅ You must have Admin user access in PSOhub.

Steps

📌 Note: You can create a company record in your CRM and sync it with PSOhub. You can also create a company directly in PSOhub by doing the following:

Go to Customers > Companies.
Click the Create Company button on the right side of the pane.
Enter the information for the Company and click Save.
You will now see the new Company's information displayed in the left-hand pane of their Company page. To modify these details, click the Edit icon at the top of this pane. From there, you may also delete the Company if necessary.
In the middle pane, corresponding Projects, Invoices, Quotes and Contacts belonging to this company are now accessible.
In the right-hand pane, you can see all the Activities where the Company has been engaged. Emails, Notes, Calls, and Meetings are all tracked here.

Result

The new Company is now configured in PSOhub, and all corresponding Activities will be tracked.

Next Steps

✅ Create a contact
Add the people who work at this company by creating contacts and linking them to the company record.
How to Create a Contact in PSOhub (Contact Management)

✅ Tag your companies and contacts
Organize and filter your customer records by applying tags to companies and contacts.
Customer Tags: How to add and filter tags

✅ Import companies in bulk
Add or update many companies at once by uploading them with the PSOhub Excel import template.
Import Companies: How to import companies from an Excel file