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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.

     Plus sign

3.  Select Account.

     Select Account

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

     Account fields

 

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

     Magnifying glass in the Primary Contact field

 
Posted - Tue, Oct 30, 2018 at 3:40 PM. This article has been viewed 3303 times.
Filed Under: Microsoft Dynamics CRM
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