Manually Add New Record
1. Click on Add New Records – in the main navigation menu. Select Add New Record or Lead. Enter all available lead data. Some fields may be required.
2. Assign the Record – In the Profile Assignments area, select an Account Manager and, if appropriate, a Partner.
3. Choose the Campaign –from the campaign drop-down list. The choice selected for the Campaign to which the record is assigned cannot be changed after the record is submitted
4. Click on Go – to save your data. The record will now be visible to the user(s) to which the record has been assigned as well as to all global admin users. The record will immediately appear in the database and will also be included in the New Leads hyperlinks on the Home page for the user(s) to whom you have assigned the record.
5. Add Additional Contacts – After you have entered the new record and pressed Go, the system will prompt you as to whether you wish to add additional contacts to the record; click Yes to add more contacts. Enter all the details for the additional contact you wish to add. To save this contact and add another, click the Save and Add Another Button. If this is the last contact you wish to add, press Save. To save the new record without adding another contact, press Cancel.
6. Complete Custom Forms – If the new record you entered belongs to a Campaign which has one or more custom form associated with it, the system will prompt you to fill out each relevant form. Some questions or fields may be required. Enter the necessary information as prompted by the system and submit the results in order to complete the addition of this new record to the database.
Clone – Another way to create a new record in the database is through cloning. To create a duplicate record, access the Profile you want to copy and click on the Clone Record button in the gray navigation menu above the Profile. In the pop-up window select the appropriate hyperlink for either cloning only the basic information (contact data and assignment) or the entire record (including special interest fields, comments, file attachments and custom forms associated with the record). The window will now display the cloned record (indicated by the text "Cloning Record" in the tab at the top of the profile). Select a Campaign, make any desired changes to any of the fields (including record assignment) and then press Go. Lead assignment will trigger email notification and other notices just as if the lead has been entered manually. All cloned records contain a flag noting that it is a cloned record, along with the date and user name of the user who performed the cloning.
Import vCard - The vCard wizard allows you to upload a single contact saved in the vCard (.vcf) file format and translates the data, mapping the basic contact fields into a new record in your database.
Before you begin: Before starting the import vCard process, ensure that your vCard(s) are ready for import. If you have received the vCard as an attachment to an email message, follow the instructions for your mail application and save the attachment to your computer or network, ensuring that the file is saved in the .vcf file format. In most mail programs, such as Outlook, you can right click on the vCard attachment to save it. Alternately, if your PIM software allows you to save a Contact as a vCard, you can create a vCard for any Contact. In Outlook, open a Contact folder and click to select the contact for which you want to create a vCard. On the File menu, choose Save As and in the "Save file as type" list, click to select the vCard Files (*.vcf) file format. In the Save In list, select the folder where you want to save the vCard file, and then click Save. In some versions of Outlook, you can choose Export to vCard from the File menu once you have opened the contact. Please refer to the documentation for your email or PIM software for additional details on how to save a vCard.
To import a vCard Contact: To import a vCard into the database, click on Add New Records at the top of any page and click on the hyperlink labeled Import vCard. Follow the steps in the wizard to browse for the vCard file on your computer or network. The wizard will prompt you as to whether you wish to select a campaign and/or assign the record. At any time, you can click Cancel to halt the import process and return to the Add New Records page. You can also use the Back button to move back a step in the process.
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