Organization Listing in Depth
In this guide, we’ll walk you through the different components of the organization list in detail. Search Box --------------------------------------------------------------- Use this box to quickly find......
Create an Organization
An organization is the main entity that groups contacts together. Creating an organization is useful when you’re working with multiple prospects/contacts who belong to the......
Change Organization Owner
If you need to assign a new owner/member to an organization, follow these steps to make the change: 1. Click on “Organization” in the main......
Add Contacts to an Organization
Keeping your organizations well-structured makes it easier to manage relationships and communicate with your contacts. In this guide, we will explain the two available ways......
Organization Card View
Organizations can be viewed in two formats: list or cards. The card view offers a more visual and intuitive layout, allowing you to quickly identify......
Merge Organizations
You can merge organizations in case you have duplicates or when a contact from an organization was mistakenly added as a separate entity. Follow this......
