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Creating an organisation
Creating an organisation
Creating an organisation
Creating an organisation
Creating an organisation
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Creating an organisation

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  • 1. How to create and link an organisation
  • 2. Select the ‘Organisations’ tab on the let handside and then ‘Add new Organisation’This feature enablesyou to link contacts tocertain companiesHow to create and link an organisation
  • 3. Fill in the informationproviding as muchinformation as possibleYou can also choose if youwant other users to be ableto see this organisationHow to create and link an organisation
  • 4. You can then link contacts tothe organisation as well as;• Tasks• Documents• EventsHow to create and link an organisation
  • 5. To link a contact, select the ‘Contacts’ tab and fill in the contacts detailsor go to the contact and select the organisation you want to link them toHow to create and link an organisation

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