CRM Phase 1 - Flipbook - Page 29
STEP 6
Enter Additional details.
Note – The Customer Magic number is located at the bottom right of the screen
Refer to the Autoline help files
STEP 7
for a detailed explanation of fields.
Once complete, select the Save icon from the toolbar. The data fields will change
from Green to Red.
Creating Customer Records
02.002.01.L1 9304E
Page 29 of 115
