How do I create an organization record?
You can create an organization record either from the Organizations module or while creating a contac or a deal.
From the Organizations module:
- Click the +Add Organization button on the top right corner
- Fill in the organization details. Note: All fields marked with an * are mandatory fields
- Click Save.
- Click Save and Continue if you need to add more details (under Deep Dive)
- You can enter extensive details for an organization including VAS information, discounts, contact details, billing, lead scores, etc. in the Deep Dive view of an organization.
- You can reach out to an organization or create a quote, contacts, service contracts, sales orders, etc. from the Summary view of an organization record.
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