Organizations
An organization represents a company or an institution that has multiple employees associated with it. Their employees, considered as contacts, can be directly associated to an organization record. You can track business deals through the opportunities of an organization. If the deal is won, the organization will become a customer. If not, you still retain a repository of information about the organization should you do business with them in future.
The
'Organizations' area allows you to add and manage records of new
organizations, associate their records with the records of contacts,
opportunities, quotes, sales order, invoice and more. You can add
events and reminders to each campaign and update organization
activities in order to track your progress.
- Click
the 'Organizations' button on the top-navigation
OR
- Click 'All' > 'Organizations' to open the organizations interface.
- The 'Organization List' tab on the left contains a list of organizations added to the CRM
- The
'Dashboard' tab below this contains activities
relating to the organizations
- The 'Recently Modified' tab lists organizations which were recently updated. Click any organization in the drop-down to open its details page.
The following sections explain more about each area: