Organizations are the company entities that you want to track. They can be your business customers, competitors, suppliers, partners, and so on. The main difference between an Organization and a Contact, is that an Organization is an Institutional entity, and a Contact is an Individual entity.
For Customer records, you can store general information such as Name, Emails, Phone Numbers, Addresses and so on. You can also store related Contacts, Opportunities, Sales Team, Cases, Activities and Histories. You can use our flexible Custom Field feature to store any custom information. Last but not least, our Note system means that every Customer record has an associated mini BBS forum, that your sales and support team members can share documents, exchange ideas, do collaborattions.
The Organization tab is the summary page that lets you quickly display, create, search, and report on organizations. Our system let you create multiple Views, to display only the data you want to see, only the field you want to see.
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