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How To Add Sales Contact

A Sales Contact is the person’s record and the Sales Contact must be unique by Email address.

Contacts can be linked to:

  • A Workplace
  • An Agent
  • A Learner

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  • On the Left Navigation Bar, click Sales Contacts
  • On the Top Right, click Add Sales Contact
  • Select the Contact Type, whether Contact is a:
    • Learner, or
    • Workplace, or
    • Agent
  • Fill all other relevant fields
  • Click Submit

IMPORTANT NOTES:

  • Learners are auto linked to Sales Contact based on Email address
  • The email field must be completed for all Contact and must be unique. If they have a Wisenet Portal Login this email must be EXACTLY the same
  • If an email already exists:
    • either, obtain a unique email address
    • or, leave it blank

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You are able to upload any documents that are relevant to the Staff member.

We recommend that you upload all documents that are required for auditing purposes such as:

  • Qualifications and Certificates
  • CV / Resumes
  • Working with Children / Minors checks
  • Police checks

File notes enable you at attach records to Staff. Learn more about File Notes  

Use Checklists to keep track of Staff files

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