- Access the Memberbase dashboard.
- Navigate to the "Organisations" section.
- Click on the “Quick Create” or “Create an Organisation” button.
- Enter the organization's information, such as the organization name, address, company number, website, and any other relevant details.
- Save the organization's information by right-clicking on Create “organization”.
- Access the Memberbase dashboard.
- Select the contact you wish to edit.
- Click the “view more” button on the top left area of the selected organization.
- Once you have accessed the organization, you can update the information you want to change, such as the organization name, description, or contact information.
- After you have made the necessary changes, be sure to save your updates by clicking on the “update organization” button before leaving the page.
- Access the Memberbase dashboard.
- Navigate to the "Organisations" section.
- Click on the “search bar”.
- Enter the information you have for the organization you want to find, such as their name, email address, phone number, or any other relevant details.
- Hit the "Search" button.
- Navigate to the "Organisations" section.
- Select the Organisation that you wish to add a contact to.
- Click on the “view” button on the top left area of the selected organization.
- Look out for a “manage organization” dropdown and right-click.
- Click on the “link contact” button.
- Click on the “link contact” button to save.
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