Process: Add customer

Flow

Add customer
Legend

Objective

To allow a Customer Service Representative to enter a new customer into the system.

Description

Customer service representatives can create new customer records. If the store is designated as Business to Business (B2B), the Customer Service Representative may create or select an existing customer organization within which to create the new customer record.

Features

Customization

You can add, change or suppress how elements display by configuring the properties.

Tasks

Task Description Role Demo (store) Demo (tools)
Create customer Customer Service Representative    
Create customer Customer Service Representative    
Find organization Customer Service Representative    
Create organization

Create an organization in the administrative domain to place the Extended Site under.

Customer Service Representative    

Objects