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. Use these folders to save and share relevant documents about each organization.