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    • How to create Organizations

How to create Organizations?

1. Go to CRM Menu.

2. Click Organizations Menu under Marketing menu.

3. Click + Add Organization in the top right. You’ll be navigated to Creating new Organization view.

4. Enter the information related to the Organization and Save Organization Form.

5. Check Organization List.

 

How to add new organization in Organization Module?

How to client company name in Organization Module?

How to data add in Organization Module?

 

 

 


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Updated: 8 months ago
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