CRM – Create an Organisation

1. Click on ‘Organisations’ on the left-hand side of the menu bar.
2. Click ‘Add Organisation'.
3. Complete the information requested.
4. If you have received communication permissions for emails and text, tick the appropriate box/es.
5. Click ‘Save’. 

Note: When adding an organisation into the CRM, you can see it in the global agencies section in the main system.