CRM Phase 1 - Flipbook - Page 37
STEP
PROCESS
STEP 1
To create a Company record, select the option Create company
STEP 2
Enter a postcode within the postcode look-up; click on OK to select the correct
company, the name and address will then be populated and entered into the company
record.
STEP 3
If a company record exists already which has not been found during the search (e.g.
another company record with a matching postcode) the system will prompt:
.
At this stage, if the company record exists, select Use selected customer and refer to
process 02.001.01 L1 for Searching for CRM Records, or Re-enter to search again, or
finally if the company record you wish to create is not listed select Customer is not in
the list and continue to the next step.
STEP 4
At the prompt Use 8Kerridge Computer Company9 as the company name? Select Yes
or No depending whether the company name is correct. If No is selected, the correct
name can be entered within the company record.
Creating Company Records
02.002.03.L1 9304E
Page 37 of 115
