FAQs in this section
What is an organization?
What is an organization record?
How can I view organization details?
What happens to an organization when I delete its related contacts?
What is the Quality Audit feature in Vtiger CRM?
How do you access the Quality Audit module in Vtiger CRM?
What are the features of the Quality Audit module?
How do I request Data Center migration?
How do I create an organization record?
Table of Contents
You can create an organization record either from the Organizations module or while creating a contac or a deal.
From the Organizations module:
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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