Add an organization to your external contacts


Prerequisites
  • 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.
  5. Click .
  6. Enter the information for the organization. All organization information fields are optional.
  7. Click Save.
  8. Add contacts.
  9. Add/manage relationships.
  10. Add/manage notes.