Can I add an organization as my contact?
Yes, admins will be able to add an organization as a contact.
- Switch to Admin View.
- Click the Gear icon in the top right corner of the page.
- Go to Customization and then Modules.
- Click Customers.
- Click + New Customer at the top right corner of the page.
- Add the organizationโs name in the Contact Display Name field. The Contact Name, Email Address and Contact Number will be that of the primary contact in the organization.
- Enter the contact details and click Save.