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Organisations

An Organisation record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with other Organisations.  

Using an Organisation record you can:

  • Record information, such as Organisation name, website, postal address and the number of employees.
  • Create and track future and historic Activities.
  • Create a person which would already be linked to that Organisation.
  • Record Notes and attach files against an Organisation.
  • Track the relationship between your Own Organisation and others such as your Customers, Partners, Prospects, Suppliers & Competitors.
  • Capture details of any Partner, Customer or Supplier Agreement(s) you have with that Organisation.
  • Track the relationship an Organisation has with other Organisations on your database.
  • See Emails sent to or from employees of that Organisation.

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Using Postcode Lookup

How to use Loqate (formerly PCA Predict) including what you will see on records when adding/amended addresses.