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.

  3. To create a new organization profile, click the “+ Add Organization” button located at the top right corner.
  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.

  5. Find your Organizations in this section from now on. Click on the name of the organization to add more details. 
  6. You can always edit the original information from any organization by clicking on the pencil icon.
  7. Add more information to the Organization such as a physical address/location.
  8. Add People into the Organization. You can always add more later.
  9. Scroll down to use Custom Fields for any other categorization you may need.
  10. Add different Tags for each  Organization. 
  11. Finally, you can add Followers to each Organization.

    Thanks for stopping by!
    Image link

    Free Gift

    Before you go, we would love for you to try Hibox Scheduler, our completely free scheduling tool. We're sure you'll love it :)