What is an Organization?

How do I create Organizations manually?

How do I quickly create a Organization record?

How do I import Organizations from external source?

How do I create Organization from convert lead option?

How do I export Organizations to an external source?

How do I manage records in Organizations module?

How do I gain insight on fields in Organizations module?

How do I associate Organizations with other records?

What is an Organization?

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Organization represents a company or an institution that has multiple employees associated with it. Contacts, as in employees, can be directly related to an Organization record. Organization need not always be a existing customer. You will track the business deal through Opportunities. If the deal is won, Organization will represent existing customer. If the deal is lost, you can always have archive of dead Organizations in your simply CRM with an intention of having business with them some time in future.

Creating Organizations Manually

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You can enter Organization details manually from Organizations Module. This might come handy if you will have to enter Organization details individually.

Steps to create Organization records manually

1. In Organizations tab, click on Add Organization button
2. In the Create Organization view, fill in the Organization details
3. Click Save

Quick Create

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You can enter basic details of Organization record through Quick create. This might be helpful if you are running out of time.

Steps to create Organization records through Quick create

1. Click (+) Icon on top right corner
2. Click Organization
3. In the Create Organization view, fill in the Organization details
4. Click Save

Importing Organizations from Existing files

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simply CRM supports importing Organizations from external sources such as .csv and vcf files. As it saves lots of time and efforts, it might come in really helpful for your Sales Team to import thousands of records instantly. Learn more

Converting a Lead

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Once a Lead is qualified and determined to be a potential sale, the Lead can be converted to an Opportunity. A Contact record and Organization record will be created simultaneously to store the personal information and company information.
Learn more

Exporting Organizations to External Source

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If you ever want your data in the form of a spreadsheet, you can export your Organizations records right away.

Steps to export your data

1. Click Organizations tab

2. Click Actions button > Export

3. In the Export Records page, you will find the following options

Export selected records	Click on the radio button to export the records selected in List view
Export data in current page	Click on the radio button to export all the records that are on the current list view page
Export all data	Click on the radio button to export all records in Organizations module

4. Click Export Organizations button.

Managing Organizations

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List of operations you can perform on records in Organizations Home page

1. Create Custom filters to classify records as per your requirements. You can be able to limit your search to selected columns and search criteria

2. Search desired records

3. Click on Actions drop-down to perform following operations

Select Edit to modify selected record(s)

Select Delete to delete selected record(s)

Select Add Comment to add a comment on selected record(s)

Select Send email to send out emails to selected record(s)

Select Send SMS to send out SMS to selected record(s)

4. Click Settings button to perform following operations

Select Edit Fields to configure fields and customize the layout of fields through Layout Editor

Select Edit Workflows to view / create new Workflows on Organizations module

Select Edit Picklist values to modify picklist values through Picklist Editor

List of operations you can perform on detail view of Organization record

1. Click Edit to modify existing content

2. Click Send Email to send email to existing Organization record

3. Click on More drop-down to perform following operations on Organization record

1. Select Delete to delete the existing Organization record

2. Select Duplicate to clone existing Organization record

3. Select Add Document to attach a document to existing Organization record

4. Select Organization Hierarchy to view administrative body with each Organization subordinate to the one above

5. Select Send SMS to send out sms to existing Organization record

6. Select Add Event to schedule a Call or Meeting and Select Add Task to schedule a Todo

Fields Information

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Information of fields in the Organizations module.

Organization Name	Specify the name of the Organization
Website	Specify company’s website URL
Member Of	Select or create parent company for existing Organization record
Ticker Symbol	Specify company’s ticker symbol
Primary Email	Specify email address of the Organization
Ownership	Specify the ownership type of the company
Employees	Specify the number of employees working in the company
Industry	Specify the type of industry from the pick-list
Assigned to	Select any user(s) to make him/her the owner of Organization record
Description Details	Specify additional details about the Organization

Associating Organizations with Other Records

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This will display all-round view of relations of Organizations module with other modules and maintains log of complete history.

You can keep track of following details in Organizations module

Comments	To view the Comments related to the Organization record
Updates	To view the modifications done on Organization record
Contacts	To view the contacts that are related to the Organization record
Opportunities	To view the opportunities that are related to the Organization record
Quotes	To view the Quotes related to the Organization record
Sales Order	To view the Purchase Orders related to the Organization record
Invoice	To view the Invoices related to the Organization record
Activities	To view or create Events and To-dos on a Organization record
Emails	To view the emails sent to Organization record
Activity History	To view all Events and To-dos that are completed or status changed as Held
Documents	To view the documents related to the Organization record
Tickets	To view the Trouble Ticket records related to the Organization record
Products	To view the Products related to Organization record. You can have here the products that might interest your customer
Service Contracts	To view the Service Contracts related to the Organization record
Services	To view the Services related to Organization record. You can have here the Services that might interest your customer
Campaigns	To view the Campaigns related to the Organization record
Assets	To view the Assets related to the Organization record
Projects	To view the Projects that are related to the Organization record