Learn how to add business organisations
N.B. If you're looking for information on how to add a School Organisation go and read the Adding School Organisations article.
Campus is designed for you to be able to sell to both schools and other businesses too. Any businesses that you want as organisations that are not schools will need adding to your CRM module in one of two ways.
- Through the Organisation page.
- Import your Organisations
Through the Organisation Page
Head over to the Organisation page which is here: CRM > Organisations, and hit the Create Organisation button.
1. Specify that your organisation is a Business (not a school) by selecting Business in the Sector dropdown menu.
2. Then fill out the form with your new Organisation's details. Ensure you add an Organisation Type as this will help you segment your marketing going forward.
Once you've done that simply click the Save button.
Import your Organisations
Importing your organisations gets its very own help article here.