---
title: Creating an Organization
description: "1. Begin by logging into your Hibox CRM account using your username and password. 2. On the left-hand menu, click on “Organizations.” This will take you to the Organizations section where you can manage your organizational profiles. ![](http://hibox.co/wp-content/uploads/2023/10/Organizations2-400x199.png) 3. To…"
url: "https://www.hibox.co/help/creating-an-organization/"
updated: "2023-10-02"
category: "Hibox Business CRM / Hibox CRM - Leads"
---

# Creating an Organization

1. Begin by logging into your Hibox CRM account using your username and password.
2. On the left-hand menu, click on “Organizations.” This will take you to the Organizations section where you can manage your organizational profiles.
   ![](http://hibox.co/wp-content/uploads/2023/10/Organizations2-400x199.png)
3. To create a new organization profile, click the “+ Add Organization” button located at the top right corner.
   ![](http://hibox.co/wp-content/uploads/2023/10/Organizations4-400x199.png)
4. A form will appear, prompting you to enter the organization’s details. Here’s what you’ll typically include:
   **Name**: Enter the full name of the organization.
   **Lead group**: Select your own Lead group. Learn more about it here. 
   **Owner:**Select the agent/ owner who is dealing with this organization.
   Click on the **Save** button.
   ![](http://hibox.co/wp-content/uploads/2023/10/Organizations5-400x199.png)
5. Find your Organizations in this section from now on. Click on the name of the organization to add more details. 
   ![](http://hibox.co/wp-content/uploads/2023/10/Organizations6-400x200.png)
6. You can always edit the original information from any organization by clicking on the pencil icon.
   ![](http://hibox.co/wp-content/uploads/2023/10/Organizations8-400x200.png)
7. Add more information to the Organization such as a physical address/location.
   ![](http://hibox.co/wp-content/uploads/2023/10/Organizations9-400x200.png)
8. Add People into the Organization. You can always add more later.
   ![](http://hibox.co/wp-content/uploads/2023/10/Organizations10-400x200.png)
9. Scroll down to use Custom Fields for any other categorization you may need.
   ![](http://hibox.co/wp-content/uploads/2023/10/Organizations11-400x200.png)
10. Add different Tags for each  Organization. 
    ![](http://hibox.co/wp-content/uploads/2023/10/Organizations12-400x200.png)
11. Finally, you can add Followers to each Organization.
    ![](http://hibox.co/wp-content/uploads/2023/10/Organizations14-400x200.png)