CRM Phase 2 - Flipbook - Page 181
Creating and
Deleting a LookUp Code
From the CRM
menu select
Miscellaneous
Options
Select the
required look-up
E.G.
Company position
Type of business
Source of business
Company status
Title codes
Loyalty cards
Load car options
Click on Column
Create or
Delete?
Create
Delete
Find the required
code
Click on Create
Enter an Alpha
numerical code
followed by a
description
Click Delete
To view the created code,
select Grid
Click Save
Creating and Deleting an Extra Details Look-up
02.012.02.L1 9304E
Page 181 of 205
