Create a Record

Complete the following steps to add a new record to your CRM:

  1. Click on the Create Recordbutton. A drop-down list is displayed showing the categories that you can create a new record in.
  2. Click on the category that you want to create a new record in. If the category has any sub-categories, the menu will expand to display these. The New Record form is displayed when you click on a category or sub-category.
  3. Note: The Create button and New Record form change depending on which category you are creating a record in.

    CRM-CreatePerson__1_.png

  4. Complete the fields on the form. The following links provide more information to help complete the forms:
  1. Click the Done button to save the new record (or click Cancel to undo any changes).

The new record appears in the list.

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