Check out our On-Demand Contact and Organization Management Training Series


This article will discuss the process of Creating New Organizations.


To Create a New Organization, navigate to the Organizations Tab, and click “Add New Organization” in the Actions bar on the left hand side of the page.

On the next screen, fill out any required fields, as well as any other information you may have about the Organization.

This form comprises two main sections: Organization Information, and Primary Location.


The Organization Information section is used to enter basic contact information about the Organization. This information includes: Organization Name, a Description of the Organization, Phone Number, Website Address, and Organizational Type(s).

The Primary Location section is used to enter information about a primary location for an Organization, since some organizations may comprise several Locations. This information includes: Location Name, Description, Address information, Hours of Operation, and any Notes regarding the Location.

Once you have entered all of the information pertaining to the Organization, click Continue. You will then be taken to the Organization Profile page.

The Organization has  now been created and will appear in the Organizations listview.


Contact and Organization Management Series