Is attaching a learner to a company mandatory?

No, it's optional. But it makes it easier to track in-company trainings and produce training agreements.

Can I have multiple contacts for the same company?

Yes. You can associate multiple contacts with the same company record. For a complete commercial follow-up (activities, opportunities), use the CRM sales module.

Is the company record used in generated documents?

Yes. When a company is attached to an agreement or an opportunity, its details (registration number, address, name) are pre-filled in the document.

Can I delete a company that has attached learners?

Yes, but the attachment is then removed. The learner records themselves are not deleted, only the link to the company is removed.

Manage client companies

Keep your client-company directory up to date and attach your learners to them for follow-up and agreements.

Updated on June 14, 2026 Read: 3 min

The Companies page keeps your client directory: useful for in-company trainings, follow-up and training agreements.

Prerequisites

Admin or trainer role.

1. Create a company record

A company record carries a name, a registration number (SIRET), an address and a business domain. From the Companies page, click New company and fill in the fields.

Tip: the registration number is used to pre-fill administrative documents (agreement, completion certificate). Fill it in from the start to save time later.

2. Attach learners

From the company record or from a learner record, link each learner to their employer. This gives context to your in-company sessions and feeds the documents you produce for the client.

3. Use the company picker

Everywhere a company is attached (learner, opportunity, agreement…), Certeef offers a unified search palette. Contacts are tied to a company by a structured link, not free text, ensuring data consistency across all modules.

4. Towards agreements and CRM

An attached company can be a signatory of a training agreement. See electronic signature.
For a full commercial follow-up (contacts, activities, opportunities, quotes), the directory feeds the sales module.

Important: the Companies directory is shared between the Trainers module and the Sales module. Any change is visible in both contexts.

What’s next?

Pipeline and opportunities : track deals linked to your client companies.
Contracts and administrative documents : produce agreements with company details.

Frequently asked questions

Is attaching a learner to a company mandatory?: No, it's optional. But it makes it easier to track in-company trainings and produce training agreements.
Can I have multiple contacts for the same company?: Yes. You can associate multiple contacts with the same company record. For a complete commercial follow-up (activities, opportunities), use the CRM sales module.
Is the company record used in generated documents?: Yes. When a company is attached to an agreement or an opportunity, its details (registration number, address, name) are pre-filled in the document.
Can I delete a company that has attached learners?: Yes, but the attachment is then removed. The learner records themselves are not deleted, only the link to the company is removed.