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Navigate to LRM > Organisations
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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 Edit the contact to
- On the Left Navigation Bar, click Contacts
- Click and open the Contact you wish to edit
- From the Action Menu, Select and Click Edit
- Complete all the fields, 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
- 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