Introduction
You can enable your shopping cart users to create organizations. Your users will become coordinators of their organizations so they can mange them.
Getting Started
Log into your administrative console, navigate to Settings -> Setup -> System Configurations. Search for "enable affiliations." Turn on the configuration titled "Enable affiliations," and select the Save button.
Customizing the CRM Lead Form
The CRM Lead Form is a default form. It is used for leads including those that are marked as organizations.
You can add questions to the form. Some of the questions are unique to the form. These questions correspond to fields in the CRM. Answering the questions populates the corresponding fields. There are also generic questions that can be added for additional flexibility.
Tip: If you ask too few questions, you may have to get that information later. If you ask too many questions, your customers may be less likely to use the application.Strive to achieve a balance.
In your administrative console, navigate to Settings -> Assignments -> Forms. Use the search tools to find the CRM Lead Form. Select the Edit Questions icon to view and update the questions.
By default, there is one question on the form. It asks for the name of the organization. It is required cannot be removed. Click on the Add New Question button to collect more information on the form.
Questions that are unique to the form are in the left column. These correspond to CRM fields. Generic questions are in the right column. They can be added and customized for greater flexibility. Select a question to begin adding it to form. For example, the Heard of Us question is being selected.
Input a title and the text of the question. You can also mark it as required. Click the Save or the Save & Add New button.
Tip: Like with having too many questions may reduce usage, having too many questions that are required may also reduce usage.
Add additional questions by repeating the steps. As an example, this form will also have a generic textbox question asking "Do you have additional information?"
For more information, see the Creating Forms article.
Creating an Organization
Log into a shopping cart account and navigate to the Account Dashboard (for example by an Account Menu link). Select the "My Affiliations" link.
The page will list the organizations that the account is affiliated with. Click the Add Affiliation button.
A screen will appear to search for existing organizations. After searching, the "Add New Organization" button will appear. Select it.
The CRM Lead Form and an address section appears. Enter information and select the Save button.
You maybe asked to verify the address. Select an option.
You will now see your organization and that you are a coordinator and a primary coordinator of the organization. Since you were not already affiliated to an organization, the affiliation is a primary affiliation. If you create other organizations, or if you are otherwise affiliated to other organizations, your primary affiliation will not change.
