• Externalcontacts > Externalorganization > Add permission
  1. Click Directory > External Contacts.
  2. Click the Organizations tab.
  3. Click Add and then Organization.  
  4. Type the organization’s name in the Contact Information form. Other Contact Information fields are optional.
  5. To use custom fields, from the Organization Type list, click the organization type and complete the custom organization fields.
  6. Click Save.
  7. Add contacts.
  8. Add or manage relationships.
  9. Add or manage notes.