From a company website to a sales database
When finding a company on the web, first identify the organization, domain and reason it matters. Search the CRM record to avoid creating a second identity. If absent, create the company in Hice and retain the source in notes, then link available contacts. Do not turn a generic mailbox into an invented personal contact.
The verified extension workflow described here concerns LinkedIn. For an external company website, create the Hice record or propose it through a connected assistant using the information you collected. Do not assume the extension automatically captures any website or that the connector browses the web for you.
Separate companies, contacts and opportunities
A company is the organization, a contact is a person, and an opportunity represents potential work. Putting everything in one cell makes it difficult to see who you know and which conversation you are following. People change roles, while companies can have several contacts and opportunities.
Hice connects these records. Start with the company, link the contact and add an opportunity when there is a concrete request. The commercial record remains useful before a deal exists: it preserves notes, context and activities without confusing an interesting profile with a qualified sale.
Identify the company before creating a record
A trading name alone can be ambiguous. Compare the website, legal entity and context with companies already in your CRM. A group may have several entities or locations: do not merge different organizations merely because they share a brand. Preserve the source used to identify them.
If you find an existing record, complete it and link the correct contact. When identity is uncertain, verify it before creating a record. The aim is a readable relationship between company, people and opportunities rather than a database full of similar names without context.
Follow up on the contact you saved
A record without a next step becomes another forgotten archive. After saving, add the research context, assign an internal owner and define an activity. Link an opportunity when there is a request; otherwise avoid inventing a value or closing probability.
Ask ChatGPT or Claude connected to Hice to prepare a briefing or proposed update from your notes. Specify that it is a draft and review the fields before confirming the write. Preparing a message does not mean the assistant has sent it.
