Create an employer record

How to: Create an employer record from Navigate on Vimeo.

1. Once you've logged in, click into the 'Employers' module.

2. Click on the 'Add Employer' button on the top right-hand corner of the page.

3. You will now see an empty employer record where you can fill in the employer details. Remember to search for the employer first, to avoid creating a duplicate. You can now add notes, documents or interactions against the employer.

4. You can add multiple contacts against the employer. To do this, click on 'Add Contact', enter the contact details, and press save.

 
5. Click 'Submit' to save the employer record. 

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