MCCC Knowledge Base

Create a CRM Account Record

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

 

Attached Files
There are no attachments for this article.
Comments
There are no comments for this article. Be the first to post a comment.
Name
Email
Related Articles RSS Feed
CRM - Editing and Removing Program Offerings
Viewed 3178 times since Wed, Oct 31, 2018
CRM - Create Program Offerings on the Inquiry Form
Viewed 3055 times since Wed, Oct 31, 2018
Reviewing and Managing a Duplicate Detection Job
Viewed 4478 times since Thu, Mar 9, 2017
Manually adding activities to contacts
Viewed 4024 times since Fri, Mar 10, 2017
Create a CRM Contact Record
Viewed 3086 times since Tue, Oct 30, 2018
Configuring Dynamics CRM - Admissions
Viewed 4378 times since Tue, Jun 20, 2017
Configuring Dynamics CRM - Workforce
Viewed 4313 times since Fri, Nov 17, 2017
CRM Opportunities
Viewed 3192 times since Tue, Oct 30, 2018

Need Help?