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
Navigate to Sales
- On the Left Navigation Bar, click Sales Contacts
- On the Top Right, click Add Contact
- Select the Contact Type, whether Contact is a:
- Learner, or
- Workplace, or
- Fill all other relevant fields
- Click Submit
Attach Records/Link to Related Record
You are able to upload any documents that are relevant to the Sales contact.
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 Sales contact. Learn more about File Notes
Use Checklists to keep track of contact files.