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

1. 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• If content looks out of date, check the project timeline and latest updates.

Related

• Getting started
• Features
• Use cases