Manually Add New Records

This feature is only available to Admins, Leads and Organizers

To manually add a new record, log in to Action Builder, click on the three dots in the top right corner, and select "Add Person".

Adding a New Person can be done quickly by entering just the first name of the person you want to add. However, we recommend filling in as much information as possible about the person in order to take advantage of all the features Action Builder provides.

After filling out the basic information, you can either A) click on "Next Step" to add Info, Jobs, and Notes; or B) finish by clicking "Skip next steps and create person now" at the bottom of the page.