The Organization master is used to store relevant information like website details, annual revenue, territory, and no. of employees of your Lead / Deal.
To create a new Organization,
- Go to Organization tab, and click on the "Create" button
- Fill in the relevant information
- Click on Create
Linking an Organization to a Deal
While converting a Lead to Deal, you can either continue with the Organization mentioned in the Lead record or select from an existing Organization as shown in the screenshot below.
The Organization master is used to store relevant information like website details, annual revenue, territory, and no. of employees of your Lead / Deal.
To create a new Organization,
Go to Organization tab, and click on the "Create" button
Fill in the relevant information
Click on Create
Linking an Organization to a Deal
While converting a Lead to Deal, you can either continue with the Organization mentioned in the Lead record or select from an existing Organization as shown in the screenshot below.