CRM Organizations

CRM Organizations

CRM Organizations lets you create groupings of CRM contacts based on their associated Organization. View Organization details such as an address, phone number, and website, and contacts that belong to that Organization, all in one place.

 

View All of Your Organizations

See an overall view of all of your organizations on the main Organizations page. You can filter Organizations by contact source, or by who they are assigned to.

 

How to Create an Organization

Click on the + Organization button on the main Organizations page. Enter the Organization name (required) and additional information (not required). 

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How to Delete an Organization

From the main Organizations page, click the vertical ellipses icon on the right-hand side of the Organization you wish to delete, and click Delete from the drop-down. You can also delete the Organization from within its individual details page. 

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Note: Deleting an Organization will not delete its associated contacts. It will simply delete the grouping of contacts. 

 

View an Organization's Detail Page

Clicking on an Organization will take you to its details page. This page hosts contact information about the Organization, any tags associated with the Organization, and a feed of associated contacts in that Organization. This is also where you can add a contact to an Organization.

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Add Contacts to an Organization

Within the chosen Organization, select Associate contact on the top-right corner of the page.
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Search for the existing contact you would like to add, or create a new contact.

 

Removing Contacts From an Organization

Hover over the contact you’d like to remove and select Remove.

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Note: Removing a contact from an Organization will not delete the contact from the CRM. It will simply remove them from the Organization. 

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