Enter Representative Roles

Explanation

This activity is used to view, modify, or enter representative roles. A representative role defines the role and responsibility of a representative. This can be for example client manager, technical manager, support contact etc.

Prerequisites

This activity has no prerequisites.

System Effects

A representative role is created and is available for use on the CRM and SRM Basic Data/Representatives tab and in the CRM information on the customer record etc.

Window

CRM and SRM Basic Data

Related Window Descriptions

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

Procedure

1. Open the CRM and SRM Basic Data window and click the Representative Roles tab.
2. Create a new record.
3. Enter the short code for representative role in the Representative Role ID field.
4. Enter a description of the representative role in the Description field.
5. Save the information.