How do I add a CRM record?

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

  1. Click on the Create Record button. 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.
    Note: The Create button and New Record form change depending on which category you are creating a record in.
  3. Complete the fields on the form, all fields marked * are required.
  4. Click the Done button to save the new record (or click Cancel to discard any changes).
  5. Your new record is added to the system, you can now add contact information, notes and other information to your record.
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