Create a CRM Contact Record


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.

    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



Article ID: 3782
Created On: Tue, Oct 30, 2018 at 3:29 PM
Last Updated On: Wed, Jan 26, 2022 at 9:38 AM

Online URL: https://kb.mc3.edu/article/create-a-crm-contact-record-3782.html