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Creating a New Contact

When you need to add a lead or contact to the Integrated Online Services (org), you can so in a few quick and easy steps.

1. Start on the Contacts tab in Salesforce. You'll notice a page component titled "New." The information you'll be need to provide before proceeding is included below. Click Next when finished.

  • First Name and Last Name
  • Mobile Phone
  • Email Address (Required)
  • Program of Interest (Required)
  • Specialization (if applicable)
  • Lead Source (see valid values HERE)
  • Source Channel (see valid values HERE)
  • Pronouns

 

2. After clicking Save, a new Salesforce contact will be created based on the information you entered. Salesforce will load, showing you the new contact. If you have multiple contacts, you can click 'Save & New' to be presented with a fresh contact creation form.