In This Article:

    FAQ: Create a Constituent

    In This Article:

      Add a single record into Salsa CRM.

      1. Enter the first and last name into the Constituent Search field on the Toolbar to search for the Constituent. This mitigates the risk of duplicating the Constituent you are looking to add.
      2. If no records match, select the Add button.
      3. Add all pertinent data for that Constituent in the appropriate fields and the appropriate Explorer menus on the left.
      4. Save your work.

       

       

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