Organizations

An Organization stores relevant information such as website details, annual revenue, territory, industry, and number of employees. Organizations can be linked to leads, contacts, and deals.

To access Organizations:

Login → Desktop → Frappe CRM → Organizations

Create Organization

Create a new organization in Frappe CRM:

1. Go to Frappe CRM → Organizations.
2. Click Create in the top-right corner.
3. In the New Organization dialog, enter the organization details:
   • Organization Name
   • Website
   • Industry
   • No. of Employees
   • Annual Revenue
   • Territory
4. Optionally, provide additional information:
   • Address
5. Click Create to save the organization.