CRM > Organizations > Organization Profile > Organizations Demographics

Organization Demographics

Modules>CRM>Find, Query, or Add Organization>Organization Profile>Demographics icon

The Demographics icon opens the Demographic Information form, which allows you to enter a range of demographics information about the organization, including BPA information. Some of the fields in the Demographic Information form include:

Credit limit (see Editing Data for more on Credit limit)
Type of ownership
Dun & Bradstreet number
Date founded
Number of locations
BPA Demographics

Number of employees
Annual sales volume and revenue
Main Currency
Annual budget
State incorporated
CPA Demographics (These fields appear only if the EnableCPAFunctionality system option is set to true.)

organization demographics