Create a CRM Contact Record
Article ID: 3782 | permalink | Rating: 1/5 from 1 votes | Last Updated: Wed, Jan 26, 2022 at 9:38 AM
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2018 |
Create a CRM Contact Record
1. Log in to the Workforce CRM: https://recruiter.mc3.edu/coned
2. Click the + icon in the top right.
3. Select Contact.
4. Enter all fields that are required denoted by the red asterisk *. At least one type of contact information is required (email or phone #).
5. If associated with an account/company, select the magnify glass and search.
6. If the account/company does not exist, create it by clicking the magnify glass on the account name then clicking on New.