FAQs in this section
How do I add an Organization?
How to edit an Organization record?
Can I edit more than the Organization record?
How do I delete an Organization record?
What will happen if I accidentally delete an Organization record?
What is One View in the Organization module?
How do I communicate with a Contact from an Organization record?
How can I find out when and how I last contacted an organization in the Organization module?
What is an Organization?
Table of Contents
An Organization represents a company you are doing business with. It could have multiple employees and sell multiple products or services.
Organization records are typically created for those that buy from your business. In the CRM, you create an organization record linking the contact to the organization.
Note: An Organization record might be linked to multiple contacts.
Organization records are typically created for those that buy from your business. In the CRM, you create an organization record linking the contact to the organization.
Note: An Organization record might be linked to multiple contacts.
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