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This guidance is only for PICSWeb. If you are still using Desktop PICS for organisations, please refer to the desktop Organisation Management page.


A free course on CRM Functions in PICSWeb is available from our Course Library, including a video covering organisation management. 

Organisation records are used in PICSWeb to represent the various companies that you are involved with as part of your delivery. Data can be added to these records and they can be linked to learners, applicants, and other record types as necessary.

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