Adding and editing Organizations

You add an Organization from the Organization Search dashboard.

To add or edit an organization:

  1. On the modules bar, click Organizations.

The Organization Search dashboard opens.

  1. To add an organization, click Add. To edit an organization, select the entry and click (Open) or Edit.
    The Organization Detail form opens.

  1. Complete the fields in the Primary Information fieldset.
    Several fields are outlined in red: Name, Phone, Assigned To, and Website. You must complete these fields before you can save the form. Fields marked with a red border are used to check for duplicate organizations.
Name The legal name of the organization. If the legal name is not known, then enter the name as it is known for now.
Assigned To This is the salesperson who is responsible for onboarding the prospective client.
TeleSales Rep This field is no longer used.
Primary Contact

Name of the primary contact of the prospective organization. You can add more contacts from the Action Center.

To add a new contact:

1. In Primary Contact, click Add Contact.

The Add Contact form opens.

2. Complete the form. For more details about adding contacts, see Adding Contacts to the Organization.
3. Click Save.

You are returned to the Organization Detail form with the new Primary Contact field completed.

After you Save, the newly added contact is displayed in the Contacts panel in the Action Center.
Phone

Provide the phone number for the organization. From here, you can click to call the client.
Fax Provide a FAX phone number for the organization.

DBA

Name the organization is known as – doing business as.

Website

The URL of the organization website. When you have entered a valid URL, you can click (Jump) to launch a browser and navigate to the website.
Category

Category tracks the type of organization and includes such options as Client, Broker, Partner, and Vendor. Category defaults to Lead. This is by design – the system is designed to act as a sales automation system, allowing you to track the progress of the prospect from the first contact to a signed contract when they become a client. When Carrier is selected, the Carrier Details fieldset becomes available in the Other Info tab.
Business Type Select a business type from the list.
Status

Status is for tracking the workflow through the sales process, beginning at Cold and ending at Client. Status enables sales management to track and understand their sales pipeline and build sales forecast reports. Status is configurable so that you can customize the sales workflow of your company. Status of the new organization defaults to Cold.

Source

Indicates how the lead originated. Select a source from the list. The list of sources for how a lead originated is configurable.
NAICS

North American Industry Classification System (NAICS) is the standard used by the Federal statistical agencies in classifying business establishments to collect, analyze, and publish statistical data related to the U.S. economy.

To find your NAICS code, go to https://www.naics.com/search/. You can also type the % symbol and the beginning of the classification to jump to an entry in the list. Use the % symbol to search fields for records containing the search string that follows the % symbol.

Department, Created By, Date Created

 Department, Created By, and Date Created are auto-filled.

Primary Workspace

This field is available after an Organization is added and saved. Use this field to select the primary workspace for Organizations with multiple workspaces. This field is secured to System Admins.
Do Not Call
• Enabled (selected): Indicates this client prefers NOT to receive phone calls. It does not, however, disable the function.
• Disabled (cleared): Phone calls to clients are welcome. Default is disabled.
  1. Complete the fields in the Address fieldset.
Address 1,
Address 2		 Organization address. Use Address 2 for additional data such as Suite #.
City, State, Postal Code, County, Country Organization city, state, postal code, county, and country. When you enter the Postal Code, the City, County, and State are populated.
  1. Complete the fields in the Additional Information fieldset.
CEO/Owner Name of the CEO or business owner.
EIN EIN is the Federal Employer ID of the potential client. If the ID is applied for but not received, type Applied as a valid system value.
Secondary Phone Secondary phone number for the organization.
General Email General email address for the organization. You can add email addresses for contacts in the Contact record.
Import ID

The Import ID is automatically assigned if the Organization record was imported from another source such as a lead list. When an Organization record is created through business logic, an Org Other Info tab is also created. When the new record is created, ImportID on the Org Other Info is set to the Org ImportID.
General Notes Another place to record notes in place of an Activity.
Active

An Organization record can be Active or Inactive.

• Enabled (selected): The record is active. Default is Active.
• Disabled (cleared): The record is not active. Inactivating an Organization inactivates all the related Contacts. If you decide to reactivate an Organization, the previously related Contacts are not reactivated.

When you inactivate an Organization, a message is displayed: Inactivating this organization will inactivate the related contacts as well. Any related contacts will not be reactivated if the organization is reactivated. Are you sure you would like to proceed?

Locked
• Enabled (selected): Lock to record or prevent any further updates from an import.
• Disabled (cleared): The record is open for updates from an import. Default is disabled.
Allow CRM Import
• Enabled (selected): You can import customer data from a customer relationship management system. Default is enabled.
• Disabled (cleared): No imports allowed.
  1. Click Save to save the record, which begins the duplicate checking process.

The duplicate checking process starts by comparing values that are similar but not the same for the Name, Phone, and Website recorded on the lead to the same information on previously saved organizations. Duplicate checking helps to ensure that you do not approach the same potential client more than once.

What's next

Now that you have created an Organization record let's start using the Organization record to store your prospecting information. See Portal to all actions: Action Center.