Customer & Relationships
Build and manage your CRM in Albi. Create organizations and contacts, track activities, log notes, and strengthen every customer connection.
Organizations
- How Do I Create a New Organization in Albi?
- How Do I Create an Activity in Organizations?
- How Do I View and Manage Organization Details in Albi?
- How do I delete an existing Organization in Albi?
- How Do I Merge Organizations in Albi?
- Organizations Dashboard: Sorting, Filtering, Export, and Smart Views