CRM Creating New Contacts

To create a new Contact, follow these steps:

Step 1            Log into CRM

Step 2            On the landing page, click on Customer Dashboard from the main menu

Step 3            Locate the customer within the Search box

Note: Using more than one of the available search components will assist in better matching to the desired record.

Step 4            On the Customer Dashboard page, locate the Household Customers section

Step 5            To create a new contact, click the purple Add New button

Step 6            Fill in the contact information

• • • • • • Name
          • Title
          • Preferred Name
          • Address
          • City
          • State
          • Email
          • Phone (3 phone fields)
            • Primary check box
          • Date of Birth

6.1                  Click the Save button

Note: Any field containing an asterisks next to it is identified as a required field and must be populated in order for the contact to be saved.

Article Reference: CLTX301