Enter Representative

Explanation

This activity is used to view, modify, or enter information about the representative.

Prerequisites

This activity has no prerequisites.

System Effects

A representative is created and available for use in representative group, business opportunity etc.

Window

CRM and SRM Basic Data

Related Window Descriptions

CRM and SRM Basic Data
CRM and SRM Basic Data/Representative 

Procedure

1. Open the CRM and SRM Basic Data window and click the Representative tab.
2. Create a new record.
3. Enter the short code for the representative in the Representative ID field.
4. Optionally, select a Representative Role.
5. Optionally, enter prefix for representative ex: Business Opportunity Prefix.
6. Specify if the representative is blocked for use or not in the Blocked for Use field.
7. Save the information.