Entering a New Contact, Prospect or Client

CRM is built on a database that contains a record for each contact, prospect and client.

To enter a new contact, prospect or client

1. Click Manage Clients > CRM.

2. Click the New Record icon.

The New Record page opens.

3. Select the type of relationship you want to add from the drop-down at the top of the page.

4. Fill out the form completely.

5. Click Save.
6. Optionally, do one of the following:

• Click Exit or the Home icon (located in the upper right corner of the page), to return to the CRM main screen.

Note:  You can also enter a new record by clicking the New Record icon from any existing individual record.

For more information

• Users' Guide