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List Organizations

Modules>CRM>Organizations>List Organizations

Use the List Organizations group item link to list organizations in the database.

To list Organizations, use the following steps:

1. Go to Modules>CRM>Organizations>List Organizations. The List - Organization page opens.
2. Click on any Name to open the profile page.

For information on interacting with the list using the Action icons at the top of the List page, see the List help topic.