How to Create Contacts

The Trigger System is what allows new contacts to be create.
Go to Manage-->Triggers (only Company Administrators can access the Trigger System):
https://next-web.patientprism.com/manage/triggers

For the purposes of this guide, we are going to want to create a contact when a new or existing opportunity call is initially analyzed and when a new form is submitted.

Please follow the steps below to set this up:

1. Go to the Triggers page.
2. Create a Trigger and give it a name.
   Example: Create Contact - New/Existing Call and Forms
3. Select Call Analysis Updated.
4. Change Match All to Match Any
5. For the Conditions, add:
   Classification = New Opportunity
   and
   Classification = Existing Opportunity
6. For the Action, press Add Action and Select Create Contact
7. Next, under Select a Trigger Event, select Form Submission Created
8. No Condition is needed for this event
9. For the Action, press Add Action and Select Create Contact
10. Press Save

Your new Trigger should look like this:

Going forward, any time a new or existing opportunity call is analyzed or a new form is submitted