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How To Add An Organization To Member365

1. Log into Member365

2. From the top toolbar, click ‘Contacts

3. From the Contacts dashboard, navigate to ‘Organizations’ and click ‘Create

Specify Organization Info

4. Fill in all the information you can on your new organization. The more you input here, the better Member365 will be able to help you engage this organization.


5. Be sure to click the blue ‘+ Add Address‘ button, and fill in the fields with as much information as you can.

Clicking the button will open the window below.


Fill in all the fields you can, and press ‘Update


Save Your New Contact

6. Scroll to the bottom of the page, and click the green ‘Save’ button.

Congratulations, you’ve created an organization contact in Member365!

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