Organization Types

Organization Types

The different types of the property for Leads and Customers are added here. These will be displayed as the Property Type in Add Lead and Customer screen.

To make access this screen go to on Setup>> E- Connect >> Organization Types

setup--organization-types

To Add a New Organization

organization-type-list

  1. Enter name of the new organization type and click on the Save button.
  2. The new organization type gets added to the list.

To Modify a Organization

  1. Click on the organization name that you want to modify.
  2. Make the required changes and click on Save button..

To Delete a Organization

  1. In the Organization Type List screen click on checkbox next to the type that you want to delete.

Click on delete button.