Add a New Organization or Office

Organizations (or offices, etc. if you have changed system terminology) can easily be added by clicking the Quick Add in the header bar. 

1. Click the Quick Actions Button in the header bar.

   

   Click Add Business.  NOTE: Terminology is dependent on your GrowthZone edition. For example: Realtors will see Add Office

   

2. Fill in the Contact Information
   • Name
   • Phone, email or website - once this field is entered, a drop-down list will be displayed to select further details, such as the type of phone number. If you wish to add additional phone numbers, emails or websites, click the + button. NOTE: If you are entering a website, and the web address begins with a number, include www.. If this is not included, the website address is interpreted as a phone number.
   • Address Information (optional) You may add multiple addresses by clicking the   button
   • Individuals (optional) - you may add individuals to associate to this organization. To add additional individuals, click the + button.
3. Click Done

NOTE: When contact information is entered, the first information entered will be marked as default/primary.