Enter Customer Sources

Explanation

This activity is used to view, modify, or enter information about the customer sources. A customer source defines the point of contact originated with the customer. This can be carried out by a user who has access to CRM data.

Prerequisites

This activity has no prerequisites.

System Effects

A customer source is created and is available for use in the CRM information on the customer record.

Window

CRM Basic Data

Related Window Descriptions

CRM Basic Data
CRM Basic Data/Customer Sources 

Procedure

1. Open the CRM Basic Data window and click the Customer Sources tab.
2. Create a new record.
3. Enter the short code for customer source in the Source ID field.
4. Enter a description of the customer source in the Description field.
5. Save the information.