Enter CRM Info

Explanation

This activity is used to enter CRM information for a customer and can be carried out by a user who has access to CRM data.

Prerequisites

• A customer must exist.
• Basic data must exist in the CRM Basic Data window.

System Effects

General CRM information and representative information is added and can be viewed for a particular customer.

Window

Customer

Related Window Descriptions

Customer
Customer/CRM Info  

Procedure

1. Open the Customer window and search for your customer.
2. Click the CRM Info tab and create a new record on the General tab.
3. Select the Key Account check box to specify that the customer is a key account.
4. Enter other information, such as potential, loyalty, etc.
5. Enter main representative.
6. Enter competitor information in Relationship area.
7. Save your changes.
8. Click the Representative tab.
9. Create a new record.
10. Select a value for the Representative ID field from the List of Values. The representative name will be automatically retrieved. Optionally, select a Representative Role.
    Note: You cannot remove the selected main representative from a record. Instead you can specify an alternative main representative.
11. Save the record.