Can I add an organization as my contact?

Yes, admins can add an organisation as a contact. Here’s 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 organisationโ€™s name in the Contact Display Name.
  • The Contact Name, Email Address, and Contact Number will be that of the primary contact of the organisation.
  • Enter other necessary details.
  • Click Save.
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