Adding a new organization

To add a new organization, perform the following steps.

1. At the top-left of the page, click Contacts.

2. On the Contacts page, in the Organizations tab, click + New Organization.

3. In the New Organization dialog box, enter the following details:

   1. Organization Name (required)

   2. Organization Type

   3. Organization Category

   4. Related Organizations

   5. Related Individuals

   6. Address

      1. To add an address, click + New Address.

      2. You can add multiple addresses and set one of them as the primary address.

      3. To edit an address, click the three-dots and select edit.

      4. To delete an address, click the three-dots and select edit.

   7. Click Save.

      1. A message is displayed indicating that the organization is created successfully.