OneFocus™ adds an Organization Profile to the Lead Liaison platform. You can view any Prospects, Attachments, Activities, Deals, and Contracts associated with the Organization. You can also add Notes, Tasks, and new Attachments.
You can manually add new Organization in three different ways. You can click the New button in the top-right corner of the Organizations page; you can click the New Organization icon in the Sales Shortcuts; you can click Add to Org on the Organization Info Card.
The Organizations page is a new addition with OneFocus™. You can find it under Sales > Organizations. From that page, you can search for a specific Organization using the search icon in the top-left corner, and can add new Organizations with the green New button. You can also print or export your organizations list from this screen.
Use the New Organization Form to add any information you have on the Organization.
All Organizations in OneFocus™ have an Organization Profile. The Organization Profile has three main sections:
The Info Cards to the left of the screen give you a quick visual summary of the Prospect's information and connections. You can rearrange the cards by clicking and dragging them to the order you prefer. Anything you move is exclusive to your login, so feel free to customize as you like.
In the Organization Overview, you will see the Organizations's profile picture, name, Owner, and location. You can edit these fields by clicking them. You can explore additional fields by clicking the drop-down menu in the top right.
Beneath the Overview, you will see the Task Panel. From the Task Panel, you can add Notes or new Activities associated with the Organization. You can also attach files; for example, you could upload a credit application for equipment leases.
The Timelines section shows you all activities associate with the Organization. Organization timelines include manually-entered notes and activities. The Organization will also show Notes and Tasks associated with Prospects from within the Organization. That means if you're working with multiple contacts, all of your interactions will be in one place.
Filter through Organizations using the quick filters for Users and Filters that might have been saved for later use. Clicking the Filter icon as shown in the top-right of the screen below brings up an advanced search box that can use any Standard and Custom fields for your Organizations.
At the bottom of the advanced search box you've got options to save the filter and/or share it with your team.