Enter Business Lead Representative
Explanation
This activity is used to enter representative for the business lead.
Prerequisites
- The business lead header must have been entered and saved.
- The representatives must have been entered on the
CRM and SRM Basic Data/Representative tab.
System Effects
- As a result of this activity, representative is entered for the business
lead.
Window
Business Lead
Related Window Descriptions
Business Lead
Business Lead/Representatives
Procedure
To enter a business lead header:
- Open the Business Lead/Representatives tab and
create a new record.
- Create a new record.
- If one specific person should be the representative, enter that
representative ID in the Representative ID field. The representative name
will be automatically retrieved.
- Optionally, select a Representative Role.
- Optionally, you can right-click and then click Set as Main
Representative to change the main representative.
- Save.