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Xcitium Platform

Xcitium Platform

CRM - Admin Guide

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Marketing And Sales > Organizations
  • Introduction To CRM
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    • Leads
      • Create New Leads
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    • Organizations
      • Add A New Organization
      • Manage Organizations
      • Associate Records From Other Modules To An Organization
      • Mass Management Of Organizations
    • Contacts
      • Add A New Contact
      • Manage Contacts
      • Associate Records From Other Modules To A Contact
      • Mass Management Of Contacts
    • Opportunities
      • Add An Opportunity
      • Manage Opportunities
      • Associate Other Records With An Opportunity
      • Mass Management Of Opportunities
    • Quotes
      • Create Quotes
      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
    • Invoices
      • Create An Invoice
      • Manage Invoices
      • Associate Asset Records To An Invoice
      • Mass Management Of Invoices
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      • Add A Sales Order
      • Manage Sales Orders
      • Associate Records From Other Modules To A Sales Order
      • Mass Management Of Sales Orders
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      • Create An Asset Record
      • Manage Assets
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      • Add A Product
      • Manage Products
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      • Manage Services
      • Associate Records From Other Modules To Service
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      • Add Price Books
      • Manage Price Books
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    • Vendors
      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
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      • Add A Purchase Order
      • Manage Purchase Orders
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    • Manage Reports
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Organizations


An organization represents a company or an institution that has multiple employees associated with it. Their employees, considered as contacts, can be directly associated to an organization record. You can track business deals through the opportunities of an organization. If the deal is won, the organization will become a customer. If not, you still retain a repository of information about the organization should you do business with them in future.


The 'Organizations' area allows you to add and manage records of new organizations, associate their records with the records of contacts, opportunities, quotes, sales order, invoice and more. You can add events and reminders to each campaign and update organization activities in order to track your progress.

  • Click the 'Organizations' button on the top navigation to open the organizations interface.
OR
  • Click 'All' > 'Organizations'




  • The 'Organization List' tab on the left contains a list of organizations added to the CRM
  • The 'Dashboard' tab below this contains activities relating to the organizations
  • The 'Recently Modified' tab lists organizations which were recently updated. Click any organization in the drop-down to open its details page.




The following sections explain more about each area:

  • Add a new organization
  • Manage Organizations
  • Associate organizations with other records
  • Mass Management of Organizations

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