Display the Organization Structure Setup Dialog Box (CRM Only)

You display this dialog box from the Organization settings form in the browser application.

  1. In the Navigation pane, select Settings > General > Organization.
  2. On the Organization form, do one of the following:
    • If you are setting up organizations for the first time, click + Set Up Organization Structure.
    • If you are modifying an existing organization structure, click next to the Organization information.