Organizations can be seen as companies or entities, which you can use to organize your prospects. In you can create an unlimited number of organizations.

You have 3 ways to add prospects to an organization.

  • Add prospects individually

  • Add prospects in bulk

  • Add prospects from the organization panel

Add prospects individually

  1. Open the needed prospect's page, click on the Select an Organization button.

  2. Select the needed organization from the list

Note: A prospect can only be in one organization.

Add prospects in bulk

  1. Navigate to the Prospects page and select the needed prospects.

  2. Click Manage prospects > Bulk Edit

  3. Scroll to the Organization section, select the "replace the current value with" and choose the existing organization or create a new one.

Add prospects from the organization panel

  1. Navigate to the Organization page and select the needed organization.

  2. Click on Add Prospects.

  3. Research the needed prospect and click on Add to Organization.

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