Workplace contacts can be added after you have set up your workplace positions and workplace customisable dropdowns.

Contents

Required LRM Access: Owner, Admin or Sales Admin

Required Pre-Steps: Add Workplaces

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Search and Open the Workplace you wish to add the contact to
On the Left Navigation Bar, click Contacts
From the Action Menu, Select and Click Add
Either, enter the contact’s email address and the system will tell you if this contact already exists with this email address.
- If already exist, you can choose to link existing contact to Workplace
Or, click on “There is no email address for this contact”
- Enter all required details for the contact, then click Save

Search and Open the Workplace you wish to Hide the contact to
On the Left Navigation Bar, click Contacts
On the last column for the relevant contact, Set the Is Active Toggle to No
- This Workplace Contact is now Inactive
- NOTES:
  - The Inactive Contact will still be linked to a Learner’s Workplace (if any) for history purposes
  - The Inactive Contact cannot be added to new relationships

We recommend to make a Workplace Contact Inactive (see the Hide Tab on how to) in place of deleting a contact.

Search and Open the Workplace you wish to delete the contact to
On the Left Navigation Bar, click Contacts
Select and Click on the relevant Contact to open
Next to the Contact’s First Name, Click on the View in Sales button
On the Top Right Actions Menu, Click Delete
- From the pop-up message ‘Are you sure you wish to delete this Sales Contact?’, Click Delete