Managing accounts and organizations
Every opportunity should have a customer, and the basic information about that customer should go into an organization card.
As soon as you identify a new opportunity, register the opportunity’s company with VOGSY by creating an organization card. You should then add team members to the opportunity to manage it.
| Team members can share information about the opportunity by adding notes and tasks. |
VOGSY creates a dedicated folder for each organization in your company’s Google Drive or Microsoft Sharepoint. Use these folders to save and share relevant documents about each organization.