FAQs in this section
What is an Organization? 
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?
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 One View in the Organization module?

One View widget in Organizations displays the following modules and related information:
  • Contacts: 
    • View details of contacts associated with an organizational record. 
    • View key fields for each contact as well as social media information.
      Reach out to a contact from this section using Call, Email, and the SMS icon.
      Unlink a contact from an organization. 
  • Cases: 
    • View displays cases raised by the contacts of an organization.
    • Create a case using the + icon.
    • Unlink a case once it is closed.
  • Deals: 
    • View deals linked to an organization record.
    • Create potentials using the + icon through this widget.
  • Quotes: 
    • View quotes linked to an organization record.
    • Create a quote from this widget using the + icon.
  • Invoices: 
    • View invoices generated for an organization.
    • Create an invoice from this widget using the + icon.
  • Sales Orders (SO)
    • View SO details for an organization. 
    • Create a sales order from this widget using the + icon.
  • Projects
    • View project details for the projects created for an organization. 
    • Create a project from this widget using the + icon.
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