There are various locations in the site where new records can be created, strategically placed to align with standard use case workflows. However, if there is a need to create a new record but there is no option available on the current page, the Quick Links navigation bar at the bottom of Navatar can be used. The “Create” section of this toolbar allows for quick creation of common records, no matter the location on the site. This feature has also streamlined the record entry process, allowing for a fast and painless experience.
Log a Call
Although the term “call” is being used, it does not necessarily refer to a phone call. Logged calls are intended to represent any historical interaction, regardless of the communication method used.
To log a call in Navatar, follow these steps: Click on the “create” section in the Quick Links bar at the bottom of the page, then select “Log a Call.” Enter your notes from the call, tag any relevant records, then click “save” to log the call.
See: Entering Notes for Every Meeting
Create a Task
A task is meant to record any interaction that you are scheduling for a future date.
To create a task in Navatar, follow these steps: Click on the “create” section in the Quick Links bar at the bottom of the page, then select “Create a Task.” Enter your notes for the task and tag any relevant records. In the “advanced” section, set the user who needs to complete the task and the due date. Once done, click “save” to create the task.
See: How to Create Follow-Up Tasks
Create a Deal
To create a deal in Navatar, follow these steps: Click on the “create” section in the Quick Links bar located at the bottom of the page, then select “Deal.” You will need to provide the name of the deal, the type of deal, and the company to which the deal is attached, if known. If no company is specified, the system will link the deal to an unaffiliated firm. After entering the relevant details, click “save” to create the deal.
Create a Firm
To create a firm in Navatar, follow these steps: Click on the “create” section in the Quick Links bar located at the bottom of the page, then select “firm.” You will need to provide the name of the firm and the type of firm. After entering the relevant details, click “save” to create the firm.
Create a Contact
To create a contact in Navatar, follow these steps: Click on the “create” section in the Quick Links bar located at the bottom of the page, then select “Contact.” You will need to provide the first and last name of the contact, the firm the contact is associated to (listed as “legal name.”) Note that all contacts in the system must be associated to a firm record. Enter the additional contact information if you have it, and click “save” to generate the contact.
