CRM Creating and Editing Partners

To create or edit a new partner relationship within CRM, follow these steps:

Step 1              Log into CRM

Step 2              On the landing page, click on Customer Dashboard from the main menu

Step 3              Click the Add New button located to the left of the My Links button

Step 4              Click Partner

4.1                   Fill in the contact information:

•   Name/Business Name (required)
•   Title
•   Preferred Name
•   Address
•   City
•   State
•   Zip
•   Email
•   Phone
•   Date of Birth

4.2                     Click Save to create the Partner

Step 5              To edit the Partner, click the Edit icon  located next to the Partner Name

5.1                    Make the desired changes

5.2                    Click Save

Note: When clicking Save, CRM will CASS certify the address entered in order to keep all of the addresses streamlined according to the US Postal Service. It is used to ensure correct householding will occur when accounts enter the system.

Article Reference: CLTX316