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How to: Set Up Organizational Levels

You can use the Organizational Levels window to set up the organizational levels you want to use when entering information about your contacts.

To set up an organizational level

  1. In the Search box, enter Organizational Level, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Fill in the Code and Description fields.

Repeat these steps to set up as many organizational levels as you want.

See Also

Tasks

How to: Assign Organizational Levels