Shared guide

How to add a new organization

Step-by-step guide covering: Click Contacts; Click Organizations; Click Organization; Click on "Click here.".

victoriaworkflowsvictoriaworkflows
·12 steps·8 views·Published
Step-by-step Guide12 steps

  1. Click Contacts

    Click Contacts
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  2. Click Organizations

    Click Organizations
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  3. Click Organization

    Click Organization
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  4. Click on "Click here."

    Click on "Click here."
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  5. Type "BMR"

  6. Click Add labels

    Click Add labels
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  7. Click Cold lead

    Click Cold lead
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  8. Click on "Click here."

    Click on "Click here."
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  9. Click on "Click here."

    Click on "Click here."
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  10. Click SFMOMA, 3rd Street, San Francisco, CA, USA

    Click SFMOMA, 3rd Street, San Francisco, CA, USA
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  11. Type "SFMOMA, 3rd Street, San Franci..." in Downshift 1 input

  12. Click Save

    Click Save
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