Standalone Person Records in Sage CRM

Sage CRM is a company-centric CRM system that is structured with companies at the top level and under them, you enter the affiliated people. But what if you want to track a person in Sage CRM and you don’t want to associate them with a company. In this tutorial, we take a look at how to add a person record without a company affiliation. We also look at how to move their record under a company if we later want to associate them with one.

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