- Displaying & Adding Organisations
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Always search the database before adding new records to avoid duplications.
You can add new Organisation records individually or import them in bulk. Workbooks can import data from CSV (comma separated value) format files, which is a very common file format when transferring data.
To create an individual Organisation record, either:
Click Start > New > Organisation.
Either option will bring up the new Organisation data form for completion.
Complete the form and when you’ve finished click Save & Close. This record now forms part of your database and will appear in the My Organisations and/or All Organisations view (depending on whether or not you have chosen to Watch the record).