Organization Editor

Adding and removing key contacts and accounting contacts in the organization screen.

To add/remove key contacts and accounting contacts in the organization screen follow these steps:

On the side panel go to Sales and Marketing.
Go to Customer (CRM).
Select Organization Management.
Open the organization tab by clicking on the pencil icon or by double-clicking on the organization row.

Now you are at this screen:

To add contacts:

1. Search for the contact name

2. Click Assign

By doing this you will add the contact to the organization, but the contact is not set as a key or accounting contact yet.

To set as a key contact:

1. Select Set Key Contact

To remove a key contact:

1. Select Remove Key Contact

To set as an accounting contact:

1. Select Set Accounting Contact

To remove an accounting contact:

1. Select Remove Accounting Contact

To remove a contact from the organization:

1. Select Unassign