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CRM

  • Contact Setup
    • Quickly Create a Contact
    • Create/Edit a Contact
      • Create a Contact
      • Edit a Contact
      • Delete a Contact
      • Duplicate a Contact
    • Import from Excel
    • Export to Excel
  • Contact Summary
    • Summary Panels
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    • To Do
    • Event
    • Activity History
  • Help Desk
  • Email
  • Documents
    • Add a Document
    • Add Existing Document
    • Edit/Delete a Document
    • Download a Document
  • Organization Setup
    • Quickly Create an Organization
    • Create/Edit an Organization
      • Create an Organization Manually
      • Edit an Organization
      • Delete an Organization
      • Duplicate an Organization
    • Import from Excel
    • Export to Excel
  • Organization Summary
    • Summary Panels
    • Comments
  • Tasks
    • Task
    • Event
  • Help Desk
  • Email
  • Documents
    • Add a Document
    • Add Existing Document
    • Edit/Delete a Document
    • Download a Document
  • Google/One Drive Integration
Help Center /

Edit An Organization

To edit an organization in Record View, follow the below steps:

1. Click on Organizations in the main menu.


2. Click on the Organization Name.


3. Click on the Edit icon in the top left corner. 

 

4. Update the details and click Save.