Organization

The Organization workspace stores company details such as website, annual revenue, territory, and team size for your leads and deals. Each organization is workspace-specific and appears with its logo where referenced.

To create a new Organization,

• Go to Organizations and click Create
• Fill in the relevant details such as organization name, website, industry, territory, and size
• Click Create

An organization's currency is set to your workspace currency on creation and cannot be changed later.

Linking an Organization to a Deal

When you convert a lead to a deal, a new organization is created from the lead's details if a match does not already exist. On mobile you can also choose an existing organization. You can later change the linked organization from the deal's detail page.