Complete the following steps to add a new record to your CRM:
- Click on the Create Record button. 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, all fields marked * are required.
- Click the Done button to save the new record (or click Cancel to discard any changes).
- Your new record is added to the system, you can now add contact information, notes and other information to your record.