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Adding Customer Information
3–6 Sage CRM
Opportunity linked to a Company
5. Click on the status icon to view the opportunity details.
Adding Customer Information
This section explains how to add customer information and gives an example of
adding a new contact to an existing company.
To add information:
1. Click on the New button from the top of the screen.
2. Select the item you want to create from the context list. Options available are
Company, Person, Individual, Case, Opportunity, Communication, and
Lead.
3. Type the details in the input form.
4. Select the Save button from the context area.
Example: Adding a Person to a Company
To add a person to an existing company:
1. Find the company you want to add the new contact to.
2. When the Summary page for the company is displayed, select Person from
the list in the context area.
3. Select the New button from the context area.