CRM Use Case Record Company Data

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Revision as of 17:27, 27 February 2013 by Enrique (talk | contribs) (Created page with "= How to record a new Company= Companies should be recorded in EGI CRM as an '''Organization'''. To create an '''Organization''' in EGI CRM: # Log-in in [https://crm.egi.eu EGI C...")
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How to record a new Company

Companies should be recorded in EGI CRM as an Organization. To create an Organization in EGI CRM:

  1. Log-in in EGI CRM
  2. From the top navigation blue menu, select Organizations
  3. From the shortcut toolbar, select the green plus sign. This will redirect you to the Organization creation web form.


EGI CRM UCI Company.png