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Creating a New Contact

When you need to add a lead or contact to the Integrated Online Services (org), you can so in a few quick and easy steps.

1. Start on the Home tab in Salesforce. You'll notice a page component titled "Create New Contact." The information you'll be need to provide before proceeding is included below. Click Next when finished.

  • First Name and Last Name
  • Mobile Phone
  • Email Address (Required)
  • Program of Interest (Required)
  • Pronouns

Create New Contact

2. After clicking Next, a new Salesforce contact will be created based on the information you entered. Salesforce will provide a link to the new contact record in its creation confirmation. You can either click Finish to move forward with creating another new contact, or you can click the linked name of the contact you created to view the record.

Contact Creation Confirmation