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  • Help Topics

    Learn more about the Trial Interactive CTMS platform and all its related topics by visiting this section

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      This section describes the Organizations in the CTMS.

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Import Organizations

Explore Job Aids and Videos for more help:

Job Aids

  • How to Import Global Organizations

Videos

  • How to Import Organizations (01:22)

To import organizations, follow the steps below:

  1. On the Organizations tab, click on the Import button from the top menu bar.

  2. Refer to the standard importing steps detailed in the Import Contacts section.

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