Orgo Updates
Top FAQ
I need to pay my bill on Freshbooks; help!
I'm experiencing browser issues; help!
How do I connect to my email through Orgo?
How do I import documents and attachments in Orgo?
Are you lost and need directions?
Using Orgo
Account Settings
New Clients in Orgo
See all 7 articlesNavigation
- Buttons in Orgo
- Creating and Running Reports
- History Sections
- History Sections Tips & Tricks
- Merging Clients & People
- Exporting Clients
Troubleshooting
I'm not sure how to add a new client.
See all 7 articlesI'm experiencing browser issues, help!
How do I connect to my email through Orgo?
How do I import documents and attachments in Orgo?
Orgo for Sales Reps
Managing Leads
- Creating New Leads
- Expanded Lead Functionality
- Merging Clients & People
- Linked Leads in Email
- Generating Lead Emails
- Reps - Working with shared Leads
Managing To-Dos
- Creating To-Dos
- Emailing To-Dos
- To-Do Links in Email
- Updating To-Do Deadline
- Creating Projects
- Logging Activities