Complete the following steps to add a new record to your CRM:
- Click on the Create Recordbutton. A drop-down list is displayed showing the categories that you can create a new record in.
- 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.
Note: The Create button and New Record form change depending on which category you are creating a record in.
- Complete the fields on the form. The following links provide more information to help complete the forms:
- Click the Done button to save the new record (or click Cancel to undo any changes).
The new record appears in the list.