CRM Basics: How to create new data from list pages
Learn how to efficiently create new Prospect/ Client data from list pages with the following engaging instructions.
1. Navigate to "CRM"
Access the CRM section.
2. Click "Clients" or "Prospects" depending on what phase the entity being added is in
3. Click "Add Client"
Prospect list page will display "Add Prospect"
4. Enter a "Client/ Propsect Name"
Select the option to enter the client's name.
5. Input entity's primary contact information
6. We have many fields to input during initial creation!
7. Once satisfied, click "Save"
Save the new client data.
This guide on Edgeondemand covered creating new data from list pages. From accessing CRM to saving client information, these steps will streamline the process for your team's training.
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