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How to manage organizations in Simply CRM

In Simply CRM, an organization represents an institution, a company or a group that contains multiple employees. All contacts can be configured as employees of a certain organization and organizations do not have to represent current customers. For example, you can also place an organization under Deals or Leads.

Create an organization manually

To create an organization manually, select the Organizations tab under Sales on the menu on the left side of the screen. In the new window, press the Add Organization button.

Fill in the Organization details and press Save.

Quick create an organization

If you need to create an organization with basic settings, you can use the quick create option in the top right corner.

Select Organization and enter the organization details. Press Save to confirm the details.

Convert a lead

When you determine that a lead can be qualified as a potential sale, you can convert it into a deal. This way, a Contact and an Organization record will be created simultaneously to store the deal information.

Import organizations

If you have your organizations in an external .csv or .vcf file, you can quickly import to Simply and save time. Learn more on how to import records to Simply CRM here.

Export organizations

All types of records, including organizations, can quickly be exported from Simply CRM in the form of a spreadsheet.

To export your organizations, open the Organizations module, click on the More button and select Export.

You will have the following options in the Export pop-up window.

Select the preferred option and press the Export Organizations button. If you’re unsure what the available option are, check the image below for a detailed breakdown of each option.

Field Description
Export selected records Choose this option to export the records selected in the list view
Export data in current page Choose this option to export all records on the current page in the list view
Export all data Choose this option to export all records in the module

Manage organizations from the module homepage

You can perform a number of different operations and use various options in the Organizations module.

You can search the desired records or use custom filters to quickly browse and arrange the organizations according to your current requirements.

As with any other record in Simply, you can edit and delete organizations as well as leave comments next to it.

Using the More button, you can open additional settings and options. There, you can choose to send emails, transfer ownership, follow, unfollow, add tags, merge selected records, find duplicates or export records.

In addition, you can use the Customize button in the top-right corner to perform the following operations:

Edit fields with the Layout Editor, edit workflows to view existing workflows and create new ones, edit picklist values using the Picklist Editor.

Manage organizations in the detailed view

The detailed view of the Organizations module also allows you to perform various actions. For example, you can follow the organization, edit the existing data, or send emails to the organization.

Under More options, you can delete the organization, duplicate records, configure the hierarchy of the organizations, transfer ownership, as well as add events or tasks.

In the detailed view of the Organizations module, you can also check the activities of related records using the Roll Up toggle bar under the Comments section.

Field information

The following table breaks down all fields and describes how they should be used.

FieldDescription
Organization Name Allows you to specify the name of the organization
Website Allows you to specify the company URL
Member Of Allows you to create a parent record for the organization
Ticker Symbol Allows you to set the company ticker symbol
Primary Email Allows you to configure the email address of the organization
Ownership Allows you to specify the type of ownership
Employees Allows you to specify the precise number of company employees
Industry Allows you to choose the company industry from the drop-down menu
Assigned To Allows you to specify the user who is the owner of the organization
Description Details Allows you to enter additional details about the organization
Email Domain Allows you to specify the domains that you receive via emails.

Associate organizations with other records

When you associate organization with other records, you get a more complete overview of all relations in your instance of Simply CRM, as well as the entire history log.

The following details can be tracked and monitored in the Organizations module.

FieldDescription
TouchPoints Allows you to view the modifications and actions on the record
Comments Allows you to view comments associated with the record
DealsAllows you to track the deals associated with the record
Activities Allows you to view or create events and tasks on the record
Emails Allows you to view the emails sent to the record
Sales Order Allows you to view the sales orders associated with the record
Invoice Allows you to view the invoices associated with the record
Activity History Allows you to view the events and tasks that are makred as completed or held
Documents Allows you to view the documents associated with the record
Tickets Allows you to view the ticket records associated with the record
Products Allows you to view the products associated with the record
Service Contracts Allows you to view the service contracts associated with the record
Services Allows you to view the services associated with the record
Campaigns Allows you to view the campaigns associated with the record
Assets Allows you to view assets associated with the record
Projects Allows you to view the projects associated with the record
Contacts Allows you to view the service contracts associated with the record
Quotes Allows you to view the quotes associated with the record
Updated on 14/03/2021

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