Create an organization
🟩 Create and manage organizations in Leadtime with comprehensive information on contacts, addresses and legal details.
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In Leadtime, companies or other external partners can be created as "organizations". Organizations are central units that can take on different roles - for example as customers, suppliers or leads. In the overview, you can see all the organizations with which your company works.
Add organization dialogue
To create a new organization, proceed as follows:
- Navigate to Our company > Organizations in the menu on the left-hand side.
- Click on the "Add organization" button in the top right-hand corner.
A dialog box opens in which you can enter the basic information and further details about the organization.
Basic information
In the first section, enter basic information about the organization:
- Icon: Select an icon that represents the organization. This can be selected from a predefined list.
- Name: Enter the official name of the organization here.
- Short name: A short name can be added for quicker identification, e.g. "BAUM" for "Baumstark GmbH".
- Type: You select the type of organization (e.g. customer, lead, supplier). This type determines how the organization is classified within Leadtime.
- Legal form: Select the legal form of the company from a drop-down menu, e.g. GmbH, AG etc.
- Color: Each organization can be assigned a specific color to visually highlight it in lists and projects.
- Logo: You have the option of uploading a logo for the organization. This helps to visually distinguish the different organizations.
- Description: Enter a short description of the organization, e.g. the industry or field of activity.
Organization types
Icon | German name | German explanation |
🩷 | Customer | An organization that is already a paying customer. |
⏳ | Prospective customer | A potential organization that has shown interest. |
🎯 | Target group | An organization that has gathered information but is not yet a lead. |
🤝 | Partner | A strategic partner or reseller. |
🚛 | Supplier | A company that supplies goods or services. |
🛠️ | Service provider | An external provider of services or support. |
💰 | Investor | An organization or person who invests financially. |
⚔️ | Competitor | A competing company in the same industry. |
🏛️ | Authority | A government agency or official institution. |
🎓 | Educational institution | A university, school or research institute. |
Add further information
By clicking on "Add further information", you can expand the form and enter additional details about the organization.
Contact details:
- Country: Select the country in which the organization is based.
- Zip code / City / Street / House number: Here you can enter the exact address of the organization.
- Phone number: The organization's phone number.
- Email: A contact e-mail address.
- Fax number: If available, the organization's fax number can be entered here.
- Website: You can add the organization's website.
Legal information:
- Tax number: Enter the organization's tax number.
- Register number: You can enter the commercial register number here, if available.
- Register court: The place where the company is registered.
Conclusion
Once you have entered all the relevant information, click Save to create the organization in Leadtime. The new organization will then be displayed in the overview, where you can also make changes or add further details later.