Create a CRM Contact

General Information

  1. From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM):

  2. The CRM Contacts list displays. Click Add:
    The General Information page displays:
  3. Beginning with the Name field, enter details about the contact in the pertinent fields listed.
  4. Select a Unit for the contact from the drop-down list.
  5. Optionally, add Organization, Email, and Phone Numbers.
  6. Optionally, complete the Primary Address fields.
  7. Optionally, select one or more Categories.
  8. Optionally, enter Notes about the contact as needed. 
  9. When all the contact information has been entered, click Save and continue to begin entering Demographics:


All demographic fields are optional, and each has a drop-down from which to make the appropriate selection.
  1. Gender
  2. Age
  3. Race
  4. Ethnicity
  5.  When all applicable Demographics have been entered, click Save and continue to begin entering Communication Preferences:

Communication Preferences

Optionally, include any Communication Preferences and Social Media links for this contact.

1. Select as many Preferences of Communication that this contact has opted in to.

2. Enter any links to Social Media that you have for this contact..

3. When all applicable Communication Preferences have been entered, click Save and continue to begin entering Custom Data:

Custom Data

Here is where any of the Customized questions will appear to be answered.
1. Enter the applicable data that your organization would like to collect using these fields. 

2. Select Save and close or Save to save and return to the Community Relationships (CRM) list view.