Creating a New Contact (Trainer)

This guide is designed to assist when creating a new Trainer Contact.

 

  • This guide assumes you have completed a search for an existing contact. If this is not the case please search for the contact (URL Link) first

Go to “Contacts”

 

Click on “New”

Select a record type - Trainer

 

 

Click “Next”

 

Data capture

  • Account Name: Leave blank, the system will automatically assign the correct account
  • Trainer User: Link to the premade Salesforce user account
  • Contact Name: Please refer to Naming Convention (URL link)
  • Mailing Address: Enter the contact’s billing information here
  • Other Address: Enter the contact’s shipping address here
  • Other Fields: Fill in all other fields to the extent possible
  • Note: Red * is a required field

 

Create record

 

Once you have verified that you are satisfied with the data entered, press “Save”