Delete an Organization:
- In the navigation sidebar, click Organizations
- Scroll, search or filter to find the organization you want to delete
- Click the three-dot settings menu next to the organization name
- Select Delete
Review Organization Activity Timeline:
To review actions taken by your Organization’s members, see their individual Activity Log using the steps in Review Contact Activity Log.
For a timeline of changes to an organization, follow the steps below:
- In the navigation sidebar, click Organizations
- Scroll, search or filter to find the organization you want to review
- Select the organization to open the preview panel*
- In the preview panel on the right, click View Details
- Select the Timeline tab to review its change history
*Shortcut: Click directly on the organization name to access their full details.
Add an Organization Logo and Banner:
- In the navigation sidebar, click Organizations
- Scroll, search or filter to find the organization you want to update
- Select the organization to open the preview panel*
- In the preview panel on the right, click View Details
- Select the Images tab
- Click the edit icon ✏️ in the toolbar
- Click the Upload image prompts for Logo and Banner to drag and drop or select an image from your local drive
- Click Upload
- Click the save icon 💾 in the toolbar to confirm
*Shortcut: Click directly on the organization name to access their full details.
Add Contacts to Organization:
To create a new contact to add to an Organization, see Create a New Contact.
To add an existing contact to an Organization, follow the steps below.
- In the navigation sidebar, go to Contacts > All Contacts
- Scroll, search, or filter to find the relevant contact
- Select the contact to open a preview*
- In the preview panel on the right, click View Details
- In the Overview tab, click the edit icon ✏️
- Scroll down to Business > Organization
- Choose from the dropdown list of Organizations, then click the save icon 💾
*Shortcut: Click directly on contact names to access their full details.
Review and Edit Organization Overview and Financial Details:
- In the navigation sidebar, click Organizations
- Scroll, search or filter to find the organization you want to review
- Select the organization to open the preview panel*
- In the preview panel on the right, click View Details
- Click the edit icon ✏️ in the toolbar to add and change details directly, then click the save icon 💾 to confirm
*Shortcut: Click directly on the organization name to access their full details.