You are with the marketing department of a company. You have a new customer, CITIGROUP which is an organization. You want to add CITIGROUP as an Organization record.
To add CITIGROUP, you perform the following steps:
Click
New
, and then select
Organization
as the business entity.
In the
Legal Business Field
, type CITIGROUP.
Fill in all the other required fields.
If you see a potential duplicate record in the
Similar Records
panel, open the similar record.
Review and confirm that the similar record is not a duplicate record, and then close the similar record.
Finish adding data in the data entry form, and then click