Organization

Organization

Organization

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This page maintains the details of the organization. Additional information associated with the record can be viewed using the links at the bottom of the page.

Header

Organization ID	An organization number or identifier. Source: Organization Workbench in Contact and Opportunity Management.
Location	An organization location. An organization is uniquely identified by its name and location.
Name	A name associated with an organization.
Assigned to	The CRM user assigned to this organization. Source: CRM User Definition in Contact and Opportunity Management.
Class	A code that determines whether a CRM user can display or modify an organization record. Source: Organization Class in Contact and Opportunity Management.
Duns Number	A standard identification number assigned to a business by Dun & Bradstreet for credit reporting.
Branch	A code representing a sales branch. Used for sales reporting. Source: Sales Branch Office Maintenance (SOBRNCHS) in Company Tables.
Created on	The creation date of an organization record.
Territory	A code representing a sales territory. Used for sales reporting. Source: Sales Territory Maintenance (SOSLTERS) in Company Tables.
Source	A code representing the source of initial contact with an organization. Source: Source Codes in Contact and Opportunity Management.
Region	A code representing a geographical area where sales activity takes place. Source: Region Maintenance.

Hyperlink

Opportunity Link	This page maintains links between an organization and a sales opportunity.
Interests	This page maintains product interests associated with the organization.
Contacts	This page maintains contacts associated with an organization.
Activities	This page searches for activities linked to an organization.
Analysis	This window maintains analysis codes assigned to an organization or sales opportunity.