This article explains how to enter a record for an individual who has contacted your business outside of the online application process. Add a phone app, personnel, or lead record manually by following the steps below.
Step 1
From the "Dashboard" page, click on the icon located near the top right corner of your screen that looks like a person with a plus sign at shoulder height.
Step 2
A pop-up window will appear. If you wish to add a record for an individual who did not apply through the online application process but rather by another avenue such as via phone, simply click on the "Phone App" button at the top right side of the window.
Step 3
Remember to indicate whether the individual is “DOT” or “Non-DOT” by clicking on the appropriate button on the top left-hand side of the pop-up window.
Step 4
Enter the individual’s information into the fields and scroll down to the bottom of the pop-up window to save. Clicking the blue "Save" button will save the record and close the pop-up window, while clicking the blue "Save and add another" button saves the information you just entered and allows you to enter another record by closing the current window and launching a new record in a pop-up window. Click on the white "Cancel" button to close the pop-up window without saving the information you have entered.
Step 5
After clicking either one of the blue save buttons, a green notification in the upper right-hand corner of your screen will appear to confirm that your record was added successfully.
