Search for and create a new record in Chrome Extension
When you make or receive a call, the CRM may not have the matching record you need for the phone number. In a multi-match scenario, the CRM may have other records associated with the number but no record for the particular person you are in contact with. In a no-match scenario, the CRM does not have any record matching the number.
When the CRM does not locate the record you need, you can search for the record and create a new one if necessary:
Click inside the search box and search for the record you need.
NOTE: It is a best practice to search first before creating a new record in case the record already exists with a different or incorrect phone number assignment.
If you find the record, select it and Tenfold will associate the call with that contact. If you don't find the record you need, continue to the next step and create a new one.
Click New Contact, or click the arrow to open the record type menu and select a different type for the new record.
Complete the required information for the record, and then click Create and assign record to create the record in the CRM and to associate it with the call.
The new contact displays correctly associated with the phone number on the contact page and in your call history.
