Manage Records > Creating records > Creating a person scenario
  

Creating a person scenario

You are an insurance agent for a large insurance company. You have a new customer, Anthony Lomax, on the phone. You want to add Mr. Lomax as a record.
To add Anthony Lomax, perform the following steps:
  1. 1Log in to Customer 360 SaaS.
  2. 2Click New, select Person as the business entity, and then click Create.
  3. 3Type Anthony as the first name and Lomax as the second name.
  4. 4Fill in other required fields and save the record.