Joining or creating an organization

Organizations are the core of Turtini's CRM features. All opportunities, accounts, and contacts belong to an org.

To join an org: an existing org admin or owner needs to invite you. You'll receive a notification when you've been added.

To create an org: navigate to the Organizations page from the main nav and click "Create Organization". You'll start as the Owner, and can invite others from the Members tab. After your first org is created, you'll land on the Setup Cockpit at /welcome — that's where Wally lays out every active module with what's done, what's left, and per-module setup tasks you can complete inline.

You can belong to multiple organizations and switch between them using the org selector in the header. Each org has its own Setup Cockpit state, so the cards reflect whichever org you're currently viewing.