1. How to create and link an organisation

2. Select the ‘Organisations’ tab on the let hand
side and then ‘Add new Organisation’
This feature enables
you to link contacts to
certain companies
How to create and link an organisation

3. Fill in the information
providing as much
information as possible
You can also choose if you
want other users to be able
to see this organisation
How to create and link an organisation

4. You can then link contacts to
the organisation as well as;
• Tasks
• Documents
• Events
How to create and link an organisation

5. To link a contact, select the ‘Contacts’ tab and fill in the contacts details
or go to the contact and select the organisation you want to link them to
How to create and link an organisation