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How to add an organization

An organization is a customer company you meet with. Add one directly, or let it appear on its own when a meeting brings in a customer contact. Manager task.

Steps

Section titled “Steps”
  1. Open Organizations from the left sidebar, or click an event and open its Organizations tab.
  2. Click the Organization button in the top-right.
  3. Enter the Name (required).
  4. Optionally add:
    • Domain, the company website, like “acme.com”.
    • Notes, any context about the account.
    • Target, one of Not a target, Tier 1 target (highest), or Tier 2 target. Setting a tier marks the account a target and starts tracking its coverage.
    • Owner, the team member responsible for the relationship.
  5. Click Add Organization.

What’s next

Section titled “What’s next”

The organization shows up in your directory with its contacts and meeting history. Targets roll up on the Engagement Scoreboard, and the tier you picked powers Sales Inference’s exec-coverage numbers, Tier 1 is who Knowhere holds you accountable for meeting at the executive level. To hand ownership to a team member in bulk, see Assign account owners. Full detail in Organizations & targets.