Customers and organisations
Manage organisations and promote them to customers
Keep one record per company - identity, addresses, bank accounts, roles, people and hierarchy - and turn a prospect into a customer when it is ready to buy.
3 min readLast updated
In this article
An organisation is the master record of a company or person you deal with. Every customer has one, but an organisation can also exist on its own: a company you are still talking to, a partner, a consultant or a supplier. Keeping the identity on the organisation means the tax number, addresses and people are entered once and shared by everything linked to it.
Add an organisation
Open CRM › Customers › Accounts and select New account.
Type the Name. You can add the Arabic name and the Legal name, and set the Status.
Fill the contact details: Country, State / Governorate, City, Phone, Email, Website and Address.
Set the Industry, Source, Owner, Team and, for a branch or subsidiary, the Parent account.
Under Classification and preferences, set the Company size, Territory, Customer tier and Currency, then choose the Roles the organisation plays for you.
Select Save.
While you type, possible duplicates are listed. Open the existing record instead of creating a second one.
The organisation page
Click an organisation's name in the list to open it. The header shows Current contacts, Open opportunities, Activities and Contracts, with buttons for Edit, Change status, Promote to customer, Merge and Archive.
Tab | Use it to |
|---|---|
Overview | See the registration and contact details, the tax identity, the Hierarchy with its Child accounts, the Addresses, the Bank accounts and the Marketing consent panel. |
Roles | Choose every role the organisation plays and its Primary role. Customer status is set by promotion, not here. |
Contacts | See Current and Past people, Link contact, Make primary or End employment. |
Opportunities / Activities | Follow the deals and tasks with this organisation. |
Vendor approvals, Sites, Documents, History | Track approvals as a vendor, the customer's locations, files and every change. |
Finance | For a customer: Balance, Credit limit and Payment terms (days). |
Addresses and bank accounts
Under Addresses, select Add address to keep billing, shipping or site addresses, each with its Address type, Label, national-address details and a map pin. Tick Use as the default for the main one. Under Bank accounts, select Add bank account and enter the Bank, Account holder, IBAN, SWIFT / BIC and Currency. The IBAN is stored hidden: leave it empty when you edit to keep it.
Promote an organisation to a customer
On the organisation page, select Promote to customer.
Choose the Customer group. The Branch (optional) defaults to yours.
Confirm. A customer record linked to the organisation is created, so it can be invoiced. Select Open customer 360 to continue on the customer.
The organisation must be reachable: its own phone or e-mail, or a current contact who has one.
Archive or merge
Archive hides the organisation. It is refused while the organisation is linked to a customer or has open opportunities.
Merge moves roles, contacts, opportunities, activities, attachments and child accounts into another organisation, then archives this one. Choose the organisation to keep in Merge into, select Continue and confirm. A merge cannot be undone from here. For many duplicates at once, use duplicate review.
Common questions
Can an organisation be its own parent? No, neither directly nor through a chain of parents.
I changed the tax number on the organisation. Do I need to update the customer? No. The customer's copy updates automatically.