Vtiger CRM | Salesforce Automation | Organization

vtiger organization

Organizations are a customer account record for a customer or prospective customer. When a Lead is converted to an Opportunity, an Organization for the prospective customer is automatically created in the CRM system.

(custom by mine web design)
Organization Process of Vtiger CRM (custom by mine web design)

If you are handling various business operations at distinct locations, you can manage them by associating them all together, creating a hierarchy.

Steps to create an Organization Hierarchy in CRM:

  • In the create view or edit view of Organizations module, you will find the Member Of field. Select the parent Organization from the list of existing Organizations.
  • You will find the categorization by clicking on the link Show Account Hierarchy on the right side of detail view of a record.
organization details Step process(custom by mine web design)
organization hierarchy
organization hierarchy process (custom by mine web design)



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