---
title: Create a business record in CRM Workspace
description: If you're a government service agent, create a business record in CRM Workspace directly from a service request, interaction, or case when an incident is reported by a constituent, business, or business contact.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/government-industry/psds-create-new-business-rec-ws.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [CRM Workspace, Use, Public Sector Digital Services \(PSDS\)]
---

# Create a business record in CRM Workspace

If you're a government service agent, create a business record in CRM Workspace directly from a service request, interaction, or case when an incident is reported by a constituent, business, or business contact.

## Before you begin

Role required: sn\_gsm.constituent\_agent, sn\_gsm.business\_agent, sn\_gsm.agency\_agent, sn\_gsm.relationship\_agent, or sn\_gsm.service\_manager

## Procedure

1.  Navigate to the CRM Workspace and select **lnteractions** > **All**.

2.  Select the interaction number to open an existing interaction record, or select the new icon \[Omitted image "new-icon.png"\] Alt text: New icon. to create an interaction.

3.  Select the interaction type and assign the interaction to a user.

4.  Enter a short description of the interaction.

5.  Select **Save**.

6.  Select **Create Business** and fill in the fields.

    For more information on the fields, see [Business Profile form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/business-profile-form.md).

7.  Select **Submit**.

    The business is now linked to the interaction, and a new tab opens with the business details.