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Organization Management

An organization represents a business entity such as a corporation, holding company, or other business entity with which a contact can be built. Providing organization information is essential for Customer Relationship Management (CRM).

1) How to Add an Organization​

To add an organization, the following key fields must be filled:

  1. Name: Name of the organization
  2. Print As: Name under which it will be printed
  3. Lead Generation: Person or source that brings customers for the campaign
  4. Assign To: Person responsible for managing the campaign
  5. Company Rating: Reputation of the company (star rating system)
  6. Information Source: Source of organization information
  7. Branch: Branch under which the campaign will take place
  8. Description: Detailed information about the campaign
  9. Reference Description: Additional details about the reference
  10. Company Information: General details about the company
  11. Company Contact Information: Contact details for the company
  12. Contact Person’s Information: Details of the primary contact person
  13. Address Information: Company address details such as road number, house number, etc.

Once all required fields are completed and saved, the organization will be added to the application.

2) Organization List​

The organization list provides the following functionalities:

  • Search Functionality: Users can search organizations using various parameters such as thana, division, city, branch, organization name, rating, phone, email, and date.
  • Activate/Deactivate: Organizations can be activated or deactivated.
  • Add Organization: Users can add new organizations using the “+” button.
  • Generate Reports: By clicking the report button, users can view and print detailed organization information.

3) Import Organization​

Organizations can be imported from a third-party system (e.g., desktop, laptop, or backup files) for ease of data entry.

Steps for Importing an Organization:​

  1. Browse: Click the browse option to select the import file (must be in Excel format .xls).
  2. Select File: Choose the appropriate organization import file.
  3. Advanced Options:
    • This defines categories and data fields to be imported.
    • Fields marked in red are mandatory and must be filled.
  4. Sample File:
    • Users can download a sample file to understand the format for data entry in Excel.

This ensures a structured and efficient way to manage and import organization data into the application.