Managing Organizations
This guide covers how to navigate the Organizations module, create a new organization, and open an organization’s detail page in Blank CRM.Prerequisites
- You have access to the Organizations module in your CRM dashboard
- At least one organization record exists in the system to view list data or open a detail page
1
Open the Organizations list
In the main navigation, go to Dashboard > Organizations. The page will load and display a list of all organizations in your CRM.
2
Verify the list is populated
Confirm that at least one organization appears in the list. Each row represents an individual organization record, such as Test Organization.
If no records appear, you may need to create your first organization or check with your administrator to ensure data has been set up.
3
Create a new organization
Click the New button to open the New Organization form. Fill in the following fields:
- Organization Name — Enter the full name of the organization (e.g.,
E2E Test Org) - Website — Enter the organization’s website URL (e.g.,
https://example.com) - Phone — Enter the organization’s phone number (e.g.,
+1555000111)
4
Save the new organization
Click the Save button. A success notification will appear confirming the organization has been created and added to your list.
5
Open an organization's detail page
From the Organizations list, click on any row to open that organization’s detail page. The URL will update to reflect the selected organization, and the full record details will be displayed.
Organization records serve as the foundation for contacts, deals, and activities in your CRM. Keeping organization details up to date ensures accurate reporting and relationship tracking across your team.