Organization
The Organization master is used to store relevant information like website details, annual revenue, territory, and no. of employees of your Lead / Deal.
The Organization master is used to store relevant information like website details, annual revenue, territory, and no. of employees of your Lead / Deal.
To create a new Organization,
- Go to Organization tab, and click on the "Create" button
- Fill in the relevant information
- Click on Create
Linking an Organization to a Deal
While converting a Lead to Deal, you can either continue with the Organization mentioned in the Lead record or select from an existing Organization as shown in the screenshot below.
Contact
Contact store essential details like phone numbers and addresses, facilitating further communication and engagement with leads and deals. You can have.
Note
Notes are a way to capture and store important details about your leads and deals within Pixelwand CRM. This information can be referenced later to gain.