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Adding a person without a company link
You can add a person who has no company affiliation. This means you can:
- Keep track of a valuable contact as they move in their career.
- Stay in contact with a source of advice or expertise who does not work for any one company.
To add a new person who is not affiliated to a company:
- Make sure you're not in the context of an existing company. If you are, click My CRM. This takes you out of an existing company record.
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Right-click or hover over on New | Person .
- Type the first few letters of the person's name, and click Enter Person Details . Sage CRM searches for possible duplicate people. For more information, please refer to Preventing duplicate entries. If no potential duplicate person is found, the New Person page is displayed.
- Fill in the relevant details.
- Leave the For panel blank if you don't want to associate this person with a company.
- Click Save. You can add notes, addresses, phone, and email information for the person, using the different tabs.
See Also:
Adding a new person to an existing company
Person fields
Reassigning a person to a company
Merging duplicate people
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