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:

1. Make sure you're not in the context of an existing company.
   If you are, click the Sage CRM logo. This takes you out of an existing company record.
2. Click New | New Person.
3. 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, see Preventing duplicate entries. If no potential duplicate person is found, the New Person page is displayed.
4. Fill in the relevant details.
5. Leave the For panel blank if you don't want to associate this person with a company.
6. Click Save.
   You can add notes, addresses, phone, and email information for the person, using the different tabs.