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How do I add an Organization?

Table of Contents
You can add an organization using the +Add Organization button, +Quick Create, and the Contacts module.

Using the + Add Organization button
Follow these steps to add an organization using the + Add Organization button:
  1. Log in to the CRM.
  2. Click the Main menu.
  3. Click Essentials
  4. Click Organizations.
  5. Click + Add Organization on the top right corner.
  6. Enter or select information required for an organization you want to add.
    1. Note: All fields marked with an * are mandatory fields.
  7. Click Save.
  8. Click Save and Continue if you need to add more details.
  • You can enter extensive details for an organization, including VAS information, discounts, contact details, billing, lead scores, etc.
  • You can also use this screen to reach out to an organization or create a quote, contacts, contracts, sales orders, etc.
From the Contacts module
While adding a new contact into Vtiger CRM, you have the option of adding the organization in the Add Contacts screen itself. 
Note: You can also add a new contact for an existing organization. In that case, you will be selecting the organization from a drop-down list of available organizations. 

Using Quick Create
You can create an organization record using the + icon (Quick Create) on the top right corner of all screens in the CRM. You can simply add essential details and save the record. You can then come back later and all the required information. This might be helpful if you are running out of time. 
Follow these steps to create an organization record quickly:
  1. Log in to the CRM.
  2. Click the + icon on the top right corner.
  3. Click Organization under Essentials. The Add Organization window opens.
    1. Note: Click View full form to enter all the details, or you can add the essential information and add all the details later.
  4. Enter or select the information required for the organization you are adding. 
  5. Click Save.
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