How to update an organization's details

In OnePageCRM you can edit your existing organization details.

Add/Edit organizational details

1
In the Organization view click on the pencil icon.

2
Add/edit required fields → Save.

Note: You can edit the description for the organization using the Add organization description link directly under the company's name in the Organization view pop-up.

Add/Edit/Delete a profile picture for an organization

Go to the Organization View → click on the picture/picture placeholder to add/edit/remove a profile picture.

Add an organization profile picture with Clearbit

1
Go to edit organization → add a valid URL link to the organization website → click Save.

2
Our Clearbit feature will look up the top 10 searchable websites associated with the URL link to find a picture for the organization.

Notes:

  • If a picture cannot be found on the top 10 searchable websites, the picture won't be added.

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