Add an organization to your external contacts
- Externalcontacts > Externalorganization > Add permission
- Click Directory > External Contacts.
- Click the Organizations tab.
- Click Add and then Organization.
- Type the organization’s name.
- Click .
- Enter the information for the organization. All organization information fields are optional.
- Click Save.
- Add contacts.
- Add or manage relationships.
- Add or manage notes.