Create an organization and add contacts
Set up an organization record, add contacts, and use it as the system of record for projects and communication.
Prerequisites
- Access to the EShopSet workspace
Steps
- Follow the standard workflow for this topic in EShopSet.
Tips
- Keep client-safe content in the portal; keep internal delivery context in the workspace.
- Prefer workflow runs for repeatable execution and tasks for owned follow-ups.
Troubleshooting
- If you can’t find a page/action, confirm your role permissions.
- If content looks out of date, check the project timeline and latest updates.
