Create a New CRM Action | Employee’s Manual

Users' Portal Guides › Employee · Updated 2026-07-09

You can click on the +Create New button to create a new CRM entry. Note: CRM categories are subject to settings made by the admin. Click on ‘Save’ to save and close, or ‘Save and Create New’ to save and continue

What this article covers

• Watch the How-to Video
• Create New
• Manage Entries

The full article is available to signed-in Classter users.

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