Adding new organisations

<< Click to Display Table of Contents >>

Navigation:  Sugar for Administrators > Organisations for Administrators >

Adding new organisations

Previous pageReturn to chapter overviewNext page

Adding a new organisation is easy: the challenge is being sure that a new organisation is needed.

 

Research

 

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:
oLook for any previous or alternative names that we may be using in Sugar
oDetermine what sector the company belongs to
oLocate 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

 

Create the organisation

 

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.