CRM Phase 1 - Flipbook - Page 33
STEP
PROCESS
STEP 1
Click on Edit in the customer record.
STEP 2
Click on the
STEP 3
icon held in CRM shortcuts.
The company search screen will appear. This option enables you to search for the
required company record or to create a new record.
Refer to process 02.001.01 L1 for details on Searching for CRM Records.
If the record is NOT found, refer to process 02.002.03 L1 for more details on Creating
Company Records.
.
STEP 4
If the record is found, highlight the required company and select Load. The company
and customer record are now attached together.
To view this Click on the Customer icon.
Within the Additional details tab, the Company field has now been populated with the
company name:
Attaching Customers to Company Records
02.002.02.L1 9304E
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