CRM; Adding a 'New Organisation'

Step One - Before adding a new organisation – ensure that it doesn’t exist currently. You do this by selecting ‘Organisations’ from the main menu:

Step Two- Click on Active Organisations from the dropdown list of system views> then search for your organisation  

If your organisation doesn’t exist, then you can go ahead and create a new one (see below):

Step Three- To Create a new organisation -  Click on New

Step Four- Complete the information and click on the disk icon in the bottom right of the screen to save the record.