In this guide, we will explain the different components of the "organization list." Search Box You can search for a specific record by using this......

An organization is the primary entity that groups together the contacts associated with it. Creating an organization is beneficial when you work with various leads/contacts......

To change the organization owner, follow this guide 1. Click on the "Organization" 2. Click on the "Cog" 3. Select the "Change Owner" 4. Select......

To add contacts to the organization you can do it inf 2 different ways From The Contact Module 1. Click on the "Contact" 2. Click......

Organizations can be viewed as a list or as cards. To view organizations as cards follow this guide. 1. Click "Card View" icon 2. Organization......

You can merge organizations. This is done when you have duplicate organizations or when you have a contact from an organization that was mistakenly added......