A new organization can be added to the CRM by going to the CRM section of the platform that can be found on the left side menu. After that, click on the plus button which will lead you to a pop up where you can add information about the organization that you are about to add. Click Save and this new organization will be saved to the CRM.
To see how to import a list of organizations to CRM, see our article "How to import a list of organizations to CRM?"
Once you have created your organization, you can find it in the Organization list and click on it to enter its detailed view. There you will find the "Organization details" tab in which you can update the organization's details, and the "Contacts" tab in which you can view, assign and unassign contacts.
