- Assign Multiple Contacts to Organization
- Categorize Organizations and Prioritize
- Organization Rating
- Track Potentials Associated with Organization
- Record Contact Preferences
- Assign Organizations to Agent
- Search Organizations
- Create Organization Groups
- Create, View, Edit Notes for All Agents
- Record Organization Industry
- Link to Parent Organization
- Create New Organizations With A Click
- Upload Attachments: Documents, Quotes, Forms
- Add More Contacts With A Single Click
- Save Organization Information (SIC, Ticker Symbol, Employees, Website, etc)
