Organizations are the entities, like companies, educational or non-profit organizations, etc. An organization panel contains all the information associated with it: its overview, prospects list, activity history, workflows, tasks, etc.

Organizations can contain multiple prospects or no prospects at all.

You can create tasks for organizations, add internal notes, launch workflows for all prospects in a selected organization, and much more.

You can also attach a file to an organization.

  1. Navigate to the organization's page.

  2. Click the Attachments button.

  3. Drag and drop a file or click select from your computer.

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