Add a person based on an input form

If you are processing an input form for a new person, you can process the data immediately and add this person in Profit CRM.

If a new person completes an input form on the OutSite site, you can add the data for this person immediately as a new person or match the data to an existing person when processing the request.

To add a person based on an input form:

1. Open the InSite site.
2. Log on with your user name and password.
3. Go to: Mijn taken.
4. Open the dossier item for the input form.
5. Click on the action: Verwerken gegevens invulformulier.
6. Click on the action: New person.

   You now open the wizard Aanmaken persoon. The data that the person entered on the input form is copied to the wizard.

7. Complete the remaining fields.
8. Click on: Create.