CRM & RECRUITMENT
Inquiry ManagementCampaign TrackingTasks & Follow-UpsAPPLICATIONS & PAYMENTS
Online ApplicationsDocument UploadsQuote BuilderPayments & InvoicingSIS OPERATIONS
Student ProfilesClassroom ManagementAttendanceMulti-CampusPRODUCT RESOURCES
Feature OverviewRequest a DemoKnowledge BaseIntegrations & APIContactsUsers can manually create a new contact record when the contact is not captured through an online form or integration.
1. Starting a New Contact (Add New)Use the Add New action to start manual contact creation.
2. Completing Contact Details (Create Contact Form)We’ve Built The Entire Service Stack With Your Growth In Focus
Use manual contact entry when the person was not captured through an online form or integration (e.g., walk-in inquiry, phone call, referral, or imported lead that needs immediate entry).
Before clicking Add New, always search the Contacts list using:
● Email address (best unique identifier)
● Full name (and variations in spelling) If the contact already exists, update the existing record instead of creating a new one.
Required fields are typically marked with an asterisk (*). In most configurations, you should expect to complete at least:
After saving, the new contact record opens. From there you can:
● Update attributes (status/source/tags/assigned staff)
● Use Activities to add Notes, Tasks, Meetings, and Messages
● Use Emails and SMS workflows for communication as needed
Remplissez ce formulaire pour en savoir plus sur la manière dont HEM peut vous aider à atteindre vos objectifs de recrutement !
