Organizations

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

Using an Organization record you can:

• Record information, such as Organization 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 Organization.
• Record Notes and attach files against an Organization.
• Track the relationship between your Own Organization and others such as your Customers, Partners, Prospects, Suppliers & Competitors.
• Capture details of any Partner, Customer or Supplier Agreement(s) you have with that Organization.
• Track the relationship an Organization has with other Organizations on your database.
• See Emails sent to or from employees of that Organization.