Purpose: The purpose of the “Add an Organization” function in the CRM is to enable users to register and maintain accurate records of companies, clients, partners, or institutions that they engage with. This ensures a centralized and structured repository of organizational information, supporting efficient relationship management, streamlined communication, improved reporting, and better visibility across sales, support, and operational processes.
Accessing the App
Required Role: CRM
Log in to Luvelo CRM by visiting app.luvelo.org/crm in your web browser.
Adding and Organization
Click "Organization".
First search for the organization to make sure it is not already added. When searching use full name then abbreviation and be mindful of the spelling.
Once confirmed that the organization does not exist, then click "+ Organization" on the top right corner.
Fill out organization details and save:
Name: The official name of the organization being added to the CRM
Phone Number: The primary contact telephone number for the organization with a pre selected country dialing code.
Email: The main business email address for the organization, used for communication and recordkeeping.
Type: Specifies the category of the organization, such as customer, doner, investor.
Industry: The business sector in which the organization operates (e.g., manufacturing, healthcare, logistics, retail, government).
Interests: Indicates the products, services, or solutions the organization is interested in or may require.
Partnership Lead: The internal staff member responsible for managing partnership-related initiatives and communication with this organization.
Country: The country in which the organization is based or primarily operates.
Solutions Lead: The team member assigned to oversee the implementation or delivery of solutions to the organization.
Relationship Lead: The internal contact responsible for managing the ongoing business relationship and engagement with the organization.
Lead Source: Identifies how the organization first came into the CRM (e.g., referral, website inquiry, event, sales call, marketing campaign).
Priority: Indicates the level of importance or urgency associated with the organization, such as high, medium, or low priority.
Website: The organization’s official website address for reference and verification.
