Enter General Info

Explanation

This activity is used to enter general CRM information for a customer.

Prerequisites

• A customer must exist.
• Basic data must exist in the CRM Basic Data window.

System Effects

General CRM information is added and can be viewed for a particular customer. 

Window

Customer

Related Window Descriptions

Customer
Customer/CRM Info  

Procedure

1. Open the Customer window and search for your customer.
2. Click the CRM Info tab and select the General tab.
3. Create a new record.
4. Select the Key Account check box to specify that the customer is a key account.
5. Enter other information, such as potential, loyalty, etc.
6. Enter main representative. If you are connected to a representative in CRM and SRM Basic Data then you yourself will be suggested as main representative but it is possible to change the value.
7. Save your changes.