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

1. Open All Organizations from the left sidebar, or click an event and open its Organizations tab.
2. Click Add Organization.
3. Enter the Name (required).
4. Optionally add:
   • Domain, the company website, like “acme.com”.
   • Notes, any context about the account.
   • Target account, 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.
   • Account Owner, the rep responsible for the relationship.
5. Click Add Organization.

What’s next

The organization shows up in your directory with its contacts and meeting history. Targets roll up on the Engagement Scoreboard. To hand ownership to a rep in bulk, see Assign account owners. Full detail in Organizations & target accounts.