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