I'm new to Sage CRM and would like some help.
I've added a new Company to Sage CRM but when I do a 'Company' search it doesn't appear. However, it appears under a Person search. I double checked that I had entered the new record under 'Company' and not 'Person'. I don't want the record in Sage 200 as its a 'Prospect'. Has anyone got any ideas what I'm doing wrong.