Organizations

Learn how to manage Organizations in Hablla. Add, edit, import and filter company and client data to keep your CRM always organized.

The section of Organizations is where you manage all the companies and entities your team interacts with. Keeping this database organized is essential for good relationships with customers, partners, and suppliers.

On this page, you can add, view, edit, and organize all important information about the companies registered on your platform.

The Organizations Screen

When accessing the Organizations area, you will find a complete list of all registered companies. This screen serves as your central dashboard to view, search, and quickly access records.

By default, the listing displays the most common columns for quick identification, such as Status, Name, CNPJ and Phone. However, each organization in Hablla can contain a much richer set of information.

Below are all the fields you can use to detail an organization's records:

Name: The trade or commercial name of the organization.
Legal Name: The company's registered legal name.
CNPJ: The National Register of Legal Entities.
Email: The organization's primary email address.
Phone: The primary phone number for contact.
Full Address: Includes all location details:
- ZIP Code: The Postal Addressing Code.
- Street, Number, Complement and Neighborhood.
- City: The city where the organization is located.
- State: The organization's state.
Owner: The user on your team who is the primary person responsible for that organization.
Custom Fields: Additional fields created by your team to store information specific to your business.
Tags: Markers that help categorize, segment and filter your organizations easily (e.g., "VIP Client", "São Paulo", "Industry").
Reference Dates:
- Created at: The date the organization was added to Hablla.
- Last updated: The date of the last modification made to the record.
Status: Indicates the organization's current stage in your business process.

Status Types

The Status field is essential to understand a customer's lifecycle. The possible values are:

Prospect: A potential customer who has not yet been fully qualified.
Engaged: A lead that is already in conversation or interaction with your team.
In Negotiation: A proposal has been sent and the negotiation is in progress.
Active Customer: A customer with an active contract or service at the moment.
Inactive Customer: A customer who previously had a contract but is inactive.
Promoter: A satisfied customer who acts as a promoter of your brand.
Lost: A business opportunity that was lost.
Not Qualified: The lead was disqualified because they do not fit the ideal customer profile.

Above the list, you have quick access to the following actions:

Search: Quickly search for a specific organization.
Merge: Tool to unify duplicate records.
Filters: Allows you to segment your list based on specific criteria.
+ Add: Opens the form to register a new organization.

Adding a New Organization

To register a new company, click the button "+ Add". A simple form will be displayed for you to fill in the essential information:

Company name: The organization's main or trade name.
CNPJ: The company's CNPJ.
Legal Name: The company's legal name.
Phone: A contact phone number.
Email: A general company email.

The field Company name is the only required one to create an initial record. You can add the other information later.

Clicking on "+ Add more data", you will have access to additional fields for a more complete registration:

Address: ZIP Code, Country, State, City, Neighborhood, Street, Number and Complement.
Status: The organization's current phase in your funnel (e.g., Active Customer, Prospect).
Owner: The user on your team who is responsible for this organization.
Custom Fields: Extra information that you may have configured in your account.

Organization Fields

Below is a detailed list of all the fields you can fill in for an organization:

FIELD

DESCRIPTION

EXAMPLE

Company Name

The organization's main or trade name.

Hablla

Legal Name

The company's registered legal name.

Hablla Inc.

CNPJ

National Register of Legal Entities number.

12.345.678/0001-90

About

A description, notes or relevant information.

Software company focused on CRM.

Status

Organization's stage in the funnel.

Active Customer, Prospect, Lost

Phones

List of phone numbers. May include type (personal, business) and whether it is WhatsApp.

+55 11 98765-4321

Emails

List of the organization's email addresses.

[email protected]

Addresses

List of physical addresses.

Example Street, 123, São Paulo, SP

Owner

Hablla user responsible for the organization.

Marcus Barboza

People

Contacts (people) linked to this organization.

João Silva, Maria Santos

Tags

Markers to categorize and segment the organization.

VIP, Software, São Paulo

Custom Fields

Extra fields created by you to meet your business needs.

Contract ID: C1234

Filtering Organizations

Filters allow you to segment your organization base to find exactly what you need. Click "Filters" to open the options sidebar.

You can filter by:

Status: Shows only organizations with the selected status.
Custom Fields: Filters based on the values of your custom fields.
Tags: Shows organizations that have one or more specific tags.

Merge Organizations

If you find duplicate records, you can unify them. Select the organizations you want to merge in the list and click "Merge". A screen will appear for you to review the information and confirm the unification.

Import Data

To add multiple organizations at once, use the import function.

Click on "Import data" in the left side menu.
Download the spreadsheet template: This ensures your data is in the correct format.
Fill in the spreadsheet with the organizations' information.
Upload the file on the import screen.
Set the rules: Choose whether you want to update existing records or allow duplicates.
Click on "Import" to start the process.