Can I add an organization as my contact?
Yes, admins can add an organization as a contact. Hereโs how:
- Click Admin View on the left sidebar.
- Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page. - Select Modules under Customization.
- Click Customers.
- Click + New Customer in the top right corner of the page.
- Add the organizationโs name in the Contact Display Name.
- The Contact Name, Email Address, and Contact Number will be that of the primary contact of the organization.
- Enter other necessary details.
- Click Save.