Organization

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.


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