To allow a Customer Service Representative to enter a new customer into the system.
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.
You can add, change or suppress how elements display by configuring the properties.
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 |