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 same organization/company/business.
An organization can also be referred to as a business or corporation.
To create an organization, follow this guide:
1. Click on “Organization” in the main left-hand menu
2. Click the “Create Organization” button
3. Enter the "Organization" Information
You can add a logo, the organization’s name, and the organization’s contact details.
4. Click "Create Organization"
5. Select the "Account Owner"
The account owner refers to the workspace member who is responsible for the organization. You can leave this field empty and it will automatically be assigned to the member creating the organization.
6. Select the "Contacts" that are part of the "Organization"
Choose the contacts who belong to this organization and click "add."
7. Click "Save Changes"
