Organisations
Organisations are the companies and entities your team works with — clients, venues, suppliers, partners, and prospects. Each organisation holds contact details, status, and a history of deals and interactions linked to it.
Where Organisations fit
| Area | How Organisations are used |
|---|---|
| Contacts | Contacts are linked to the organisations they work for. |
| Deals | Deals are associated with an organisation. |
| Interactions | Calls, emails, and meetings are logged against organisations. |
Create an organisation
- Go to CRM → Organisations.
- Click Add Organisation.
- Enter the organisation name.
- Choose the organisation type (venue, client, supplier, partner, etc.).
- Set the status (lead, prospect, active client, lapsed, etc.).
- Add any contact details.
- Save.
Find an organisation
- Go to CRM → Organisations.
- Use the search or filters to find by name, type, or status.
- Click the row to open the organisation record.
Edit an organisation
- Open the organisation from CRM → Organisations.
- Click Edit.
- Update the details.
- Save.
Things to know
- Organisation status reflects where they are in your relationship — from lead through to active client or lapsed.
- All deals, contacts, and interactions linked to an organisation are visible from its record.