Adding CRM Records to a Park
When a user chooses to add a CRM Contact to a park record, they are creating a link between the CRM record and the park record. Additionally, a user can choose to add a single CRM contact record to an unlimited number of associated park records.
Note - When a CRM Contact is added to more than one park record, a list of all the associated parks can be displayed by clicking the Park Icon In this article, we'll discuss how to add a new or existing CRM Contact record to a park record.
To add a CRM Contact record to a park record, begin by clicking the appropriate park from within the map to open the park's Activity Center.
With the park's Activity Center open, click the CRM button to view the associated CRM records.
Click the Add button to open the Add Contact menu, and select between adding an existing contact or a new contact.
Existing Contact Option
When you option to add an existing CRM Contact, you will be prompted to enter the contact's name. While you are typing, the system will automatically attempt to locate the corresponding record. When the correct CRM Contact record appears click the record to create the associated link.
New Contact Option
When you option to add a new contact, you will be prompted to enter the contact's new information. Upon clicking the Save button, your new contact will be added to your CRM records and automatically linked to the park's record.
Info - For information about detaching a CRM Contact from a park record, please refer to our article titled Detaching a CRM Record from a Park. For additional questions about this topic, please contact our Support Team by emailing us at support@parksites.io.
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