Organizations (or offices, etc. if you have changed system terminology) can easily be added by clicking the Quick Add in the header bar.
- Click the button in the header bar.
- Click Add Organization. NOTE: Terminology is dependent on your GrowthZone edition. For example: Realtors will see Add Office
- Fill in the Contact Information
- Phone, email or website - once this field is entered, a drop-down list will be displayed to select further details, such as the type of phone number. If you wish to add additional phone numbers, emails or websites, click the + button. NOTE: If you are entering a website, and the web address begins with a number, include www.. If this is not included, the website address is interpreted as a phone number.
- Address Information (optional) You may add multiple addresses by clicking the button
- Individuals (optional) - you may add individuals to associate to this organization. To add additional individuals, click the + button.
- Click Done
NOTE: When contact information is entered, the first information entered will be marked as default/primary.