> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Confirmation Page

## Adding an Organization

<Steps>
  <Step>
    Open an organization inside your Pipedrive CRM.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/7T8gNjdt1Gx33sFyUhO0kysRE.png)
    </Frame>
  </Step>

  <Step>
    Click on the **Organization** tab and enter the Name and CVR number. You can add one or multiple organisations.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/dDuOeqILXheG7GSCI1vI6KSlM.png)
    </Frame>
  </Step>

  <Step>
    This will add all that organisation's data — including financial data — to the organisation you have opened in Pipedrive.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/E9NWOSohmDs72hY9FFsuy1XPVo.png)
    </Frame>
  </Step>

  <Step>
    Your Pipedrive organisation will be updated with the newly inserted data.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/E8zLuhO46QhMiT84hca0BoQiI.png)
    </Frame>
  </Step>
</Steps>

***

## Find Leads

Use this feature to customise your search by location, number of employees, industry type, and organisation status to find Danish companies and add them to your Pipedrive.

<Steps>
  <Step>
    **Select Location** — Choose the desired location from the dropdown based on:

    * **Postal Code** — Enter the specific postal code
    * **Municipality** — Enter the name of the municipality

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/GRmbYaBahrA2MBF6aQ15BvuvzQ.png)
    </Frame>

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/0wN5OdwmcwoOTZ0MGryYCjgcxw.png)
    </Frame>
  </Step>

  <Step>
    **Select Comparison** — Choose how you want to compare the location (e.g., equal to, not equal to).

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/58Cu679EQjMEKsUNjeR06vVw8.png)
    </Frame>
  </Step>

  <Step>
    **Number of Employees** — Select a comparison operator (e.g., equal to, greater than, less than) and enter a number.
  </Step>

  <Step>
    **Industry Type** — Select a comparison operator and choose the industry type from the list.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/28wX2xThYljGwkRvKSpD9fv4XSs.png)
    </Frame>
  </Step>

  <Step>
    **Company Status** — Choose the status of the company. The default is **"Normal / aktiv"**.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/RtYLaDWhrsVSlPlBiBWyziFyA.png)
    </Frame>
  </Step>

  <Step>
    Click **"Show Results"**. The application will extract companies matching your criteria.
  </Step>

  <Step>
    Select a company and click **"Create"** to add it to Pipedrive. For multiple companies, click the **"Create"** button at the top. A new screen will appear — click **"Create"** again.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/0VjmrcnjgaGLKJmh59az9VlgS7E.png)
    </Frame>
  </Step>

  <Step>
    Once the companies are added, you will receive a success message. Close the window.
  </Step>
</Steps>

***

## Search Company

Use this feature to quickly find Danish companies by CVR number or company name.

<Steps>
  <Step>
    In the Global Search bar, enter the name or CVR number of the company you are looking for.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/PRQcr1imat2DhU5uUc9Ume1H2M.png)
    </Frame>
  </Step>

  <Step>
    Click the search icon or press **"Enter"** to find the company.
  </Step>

  <Step>
    Once you find the desired company, click **"Create"** on the right to add it to your Pipedrive CRM. You will receive a success message once added.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/TSevY2S92JCxnaF0iXR07rtO3v4.png)
    </Frame>
  </Step>

  <Step>
    For multiple companies, tick the checkbox and click **"Create"** at the top. A new screen will appear — click **"Create"** again. You will receive a success message. Close the window.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/UTdNbSZtbTAolcyE6hAnGZSEj0.png)
    </Frame>
  </Step>
</Steps>

***

## Bulk Update

Update the information (financial data, company details, and associated contacts) of multiple companies at once.

<Steps>
  <Step>
    Select all the organisations and click the **three-dot icon** at the top right corner of the page.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/XPzwDpRRgqWWLA9yBRlO0WA0.png)
    </Frame>
  </Step>

  <Step>
    Click **"CVR Bulk Update"**. A pop-up will appear.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/owxdGa7t0kEMWIAA2fnU6swp8HA.png)
    </Frame>
  </Step>

  <Step>
    Click **"Update"**. All organisations with a valid CVR number will be updated.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/UzokqQIdmOerCabeiT2aznM5SA.png)
    </Frame>
  </Step>
</Steps>

***

## Panel

A seamless way to update and enrich company information directly within Pipedrive.

<Steps>
  <Step>
    Click on **"Contacts"** and select the **"Organisation"** option.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/7S65YgwF64XVrdwkj4CJKU4FFJw.png)
    </Frame>
  </Step>

  <Step>
    Click on an organisation. On the left side of the window, you will see a panel named **"Danish CVR Lookup"**.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/6Lb39s2ppOo5VdwrX8lh6RVW0U.png)
    </Frame>
  </Step>

  <Step>
    You will find two options under **"Search Organisation"**:

    * **Update CVR Data** — updates only the CVR data
    * **Search Organisation** — view the financials or add a new organisation

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/k5sQe4evJMB8cSkdOgzhW3o3V4.png)
    </Frame>
  </Step>

  <Step>
    Once the data is updated, you will be able to see the financial data table in the dashboard.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/E9NWOSohmDs72hY9FFsuy1XPVo.png)
    </Frame>
  </Step>

  <Step>
    Clicking **"Search Organisation"** opens a search window. Enter any Danish organisation name or a valid CVR number to search.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/FdaQ6YgKesWRz2O5Rmcb1HmpJA.png)
    </Frame>
  </Step>

  <Step>
    Click **"Add"** for the company you want to add. This will add all that organisation's data and financial data to the company currently open in Pipedrive.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/dDuOeqILXheG7GSCI1vI6KSlM.png)
    </Frame>
  </Step>

  <Step>
    After successful addition, a success window will pop up. Refresh the page to see the newly inserted data.

    <Frame>
      ![Confirmation page](https://framerusercontent.com/images/vPop3RH6rZBouNR00MqTUCmBJY.png)
    </Frame>
  </Step>

  <Step>
    Click **"Finish"** when done. Your application is now ready to use.
  </Step>
</Steps>

<Tip>
  **Got unique integration needs?**\
  Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

  [Advanced integration settings](https://custom.cloudify.biz/)
</Tip>
