View an organization’s profile


Prerequisites
  • Externalcontacts > Externalorganization > View

An organization’s profile shows contact information, interaction history, relationships, and notes for the organization.

To view an organization’s profile, follow these steps:

  1. Under Directory, click External Contacts.
  2. Click the Organizations tab.
  3. Optionally, to narrow the results, use the Search for Contacts or Organizations box.
  4. From the list, click the organization.