> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/create-profile.md).

# How to Create a CRM Profile

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Member Data**: You need the person's first name, last name, and email address. The email must be unique across all profiles.
* **Note**: If you have applications built in Peoplevine, you do not need to create the CRM record manually — an application will automatically create it.

### Instructions

1. Navigate to [**CRM > View People**](https://control.peoplevine.com/customers).

> **Note (Pro Dash):** Navigate to **CRM > People > View People**, or go directly to **CRM > People > Register Customer**.

2. Click the green button in the top-right corner.
3. Enter the required fields:
   * **First Name**
   * **Last Name**
   * **Email** (must be unique)
4. Enter optional fields as needed: Phone (with country code for SMS), City, State, Zip Code, Country, Birthdate, Anniversary Date.
5. Set the **Customer Type** (Customer, Staff, or Company) and **Lifecycle Stage** (Contact, Prospect, Applicant, Guest, or Member).
6. Click **Proceed** to create the record.

The system assigns a unique Customer ID and the profile appears in CRM search results immediately.

### Best Practice

Always search by email before creating a new profile to avoid duplicates. If the person already exists, use the existing profile instead.

### What Happens Next

* **On the member side**: The person now exists in the system but does not yet have portal access or membership benefits. They will not receive any communications until enrolled in a program or added to a campaign.
* **Next step**: [How to Enroll a Member](/products/control-panel-overview/membership-management-hub/enroll-member.md) or [How to Process a Membership Application](/products/control-panel-overview/applications-overview/process-application.md).

***

*Last updated: 2026-05-24*


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/create-profile.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.