Question

• How do I audit Organizations?
• How do I audit Companies?
• How to mark an Organization as audited in CRM™ 

Answer

Auditing company (aka organization) records is the third audit priority, following Jobs and Contacts:

1. Select the Company/Organizations module
2. From your views list select the To Be Audited (Priority) view
3. Are there any priority (red) records?
   • If ‘no’ your audit is completely up to date!
   • If ‘yes’ go to step 4
4. Review the new priority records. Each record must contain the following
   information: Type, Company Name
   • If the organization type indicates the opportunity for referrals influenced by relationship then the Address, City, State, Zip/Postal Code and Phone Number fields must be included prior to the record being marked audited
5. Does the record contain all of the required fields?
   • If ‘yes’ you may mark it audited
     1. Select the record
     2. From the Companies/Organizations Module menu select Mass Edit
     3. Select the Field ‘Audited’
     4. Set the Value to ‘yes’
     5. Save (the record will be removed from this view)
   • If ‘no’ determine who in your company can provide the information to you
     1. Select the record
     2. From the Companies/Organizations Module menu select Mass Edit
     3. Select the Field ‘Info Requested From’
     4. Set the value to the name of the person in your company you have requested the information from
     5. Save
     6. Speak to the person in your company who will be providing the information to you and ask that they secure the information for you in the next 3 days
6. Repeat for each new priority job record
7. Revisit pre-existing records where your information has been updated and is now complete. Mark them audited
8. Revisit pre-existing priority records where you are waiting for information
   • Has the information been provided to you?
     • If ‘yes’ enter the information. If the record is now complete it may be marked audited
     • If ‘no’ speak with the person you requested the information from and ask them for assistance in getting the information once again. Company/Organization information may not be marked audited until it is complete.

Related Articles:

• Auditing Jobs
• Auditing Contacts
  

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