The following article describes the ways new contacts, organisations, and administrators can be created in Arlo.
- Open the Contacts menu item.
- Press New contact.
- Enter the details of the new contact you would like to create.
- Additional information can be added to the Personal, Marketing, Privacy, and Security sections. Click the arrows to open/close each section as required.
- Press Save and close.
- Open the Organisations menu item.
- Press New organisation.
- Enter the details of the organisation you would like to create.
- As well as the General section, additional information can be added to the Company, and Marketing sections. Click the arrows to open/close each section as required.
- Press Save and close.
You can create contacts and organisations in bulk using our importers. You can also use this process to update information in existing contact and organisation records.
- Learn how to import contacts.
- Learn how to import organisations.
New contact and organisation records will be created automatically when:
- A registration is submitted on your website.
- A new lead is submitted on your website.
- A waiting list registration for a full course is created.
A new contact is defined as an entity that has a unique first name, last name, and email address. A new organisation is defined as an entity that has a unique organisation name.
If a website form is submitted using an existing contact or organisation's details, the existing record will be updated.
In Arlo, you can add new contacts as system administrators. Learn how to add additional contacts as administrators.
If you have no remaining user licenses, you will not be able to add new administrators to the platform. If you would like to add additional licences to your subscription, please contact Arlo Sales or your Customer Success Manager.