MCCC Knowledge Base

Create a CRM Contact Record


Create a CRM Contact Record

1.  Log in to the Workforce CRM:

2.  Click the + icon in the top right.

    Plus sign

3.  Select Contact.

     List of options - 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 #).

    Contact details screen

5.  If associated with an account/company, select the magnify glass and search.

    Magnifying glass

6.  If the account/company does not exist, create it by clicking the magnify glass on the account name then clicking on New.

    New button

Attached Files
There are no attachments for this article.
There are no comments for this article. Be the first to post a comment.
Related Articles RSS Feed
CRM Opportunities
Viewed 3192 times since Tue, Oct 30, 2018
Configuring Dynamics CRM - Admissions
Viewed 4378 times since Tue, Jun 20, 2017
Create a CRM Account Record
Viewed 3017 times since Tue, Oct 30, 2018
Manually adding activities to contacts
Viewed 4024 times since Fri, Mar 10, 2017
CRM - Create Program Offerings on the Inquiry Form
Viewed 3055 times since Wed, Oct 31, 2018
Configuring Dynamics CRM - Workforce
Viewed 4313 times since Fri, Nov 17, 2017
Reviewing and Managing a Duplicate Detection Job
Viewed 4478 times since Thu, Mar 9, 2017
CRM - Editing and Removing Program Offerings
Viewed 3178 times since Wed, Oct 31, 2018

Need Help?