Adding new organisations
Adding a new organisation is easy: the challenge is being sure that a new organisation is needed.
Always conduct research before creating a new organisation in Sugar:
|•||Carefully search in Sugar to ensure that the company is not already in Sugar under a different name.|
|•||Find the company website:|
|o||Look for any previous or alternative names that we may be using in Sugar|
|o||Determine what sector the company belongs to|
|o||Locate text and web address to add to the organisation profile|
|•||Ask clarifying questions from the Harneys staff member who is requesting the organisation, if necessary|
It does not matter if you use the full form or the quick create form to create a new organisation.
We have several data fields related to sector. They are required and should be completed with confidence. If you are unsure, please check.