Create a CRM Account Record
Article ID: 3783 |
permalink | Rating: 1/5 from 1 votes | Last Updated: Wed, Jan 26, 2022 at 9:46 AM
 |
2018 |
Create an Account Record
1. Log in to the Workforce CRM: https://recruiter.mc3.edu/coned
2. Click the + icon in the top right.

3. Select Account.

4. Enter all fields that are required denoted by the red asterisk *.

5. If you have a primary contact at the company, click the magnifying glass and search for the contact record.

Posted - Tue, Oct 30, 2018 at 3:40 PM. This article has been viewed 3303 times.
Filed Under:
Microsoft Dynamics CRM
There are no attachments for this article.
There are no comments for this article. Be the first to post a comment.
Related Articles

Configuring Dynamics CRM - Workforce
Viewed 4844 times since Fri, Nov 17, 2017
Manually adding activities to contacts
Viewed 4324 times since Fri, Mar 10, 2017
Create a CRM Contact Record
Viewed 3396 times since Tue, Oct 30, 2018
Configuring Dynamics CRM - Admissions
Viewed 4894 times since Tue, Jun 20, 2017
CRM Opportunities
Viewed 3504 times since Tue, Oct 30, 2018