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:

1. Click the +Add Organization button on the top right corner
2. Fill in the organization details. Note: All fields marked with an * are mandatory fields
3. Click Save.

• Click Save and Continue if you need to add more details (under Deep Dive)

Note:

• 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.