CRM Phase 1 - Flipbook - Page 36
Creating Company
Records
Select find and
choose search
method
Word Search
Is the record
found?
YES
See process
02.001.01 L1
Searching for
CRM Records
Shortname
NO
Select the Create
Icon and select
Company
YES
Does a duplicate
record exist?
Enter the
Company
postcode
Select Yes or No
to use the
company name
supplied
NO
Some fields maybe
mandatory
Complete all
applicable fields
within the Company
and Additional details
tabs
Click on Save
Creating Company Records
02.002.03.L1 9304E
Page 36 of 115
