Registered Visitors
Newsletter input form
3. Select the Save button.
When you do this, the information typed by the visitor is registered as a lead
in CRM. From here, the lead can be assigned to a CRM user, the visitor can
be converted to a Person in CRM and the lead can be eventually converted
into an opportunity.
Lead Summary page
Registered Visitors
Registered visitors must already exist as people, individuals, or companies in
CRM, and they must have been enabled for Self Service and assigned a Self
Service logon ID and password. The following example illustrates what
functionality can be designed specifically for registered visitors.
Registered visitors are typically given access to more areas of the Web site than
anonymous visitors. They can view all of the areas of the site that anonymous
visitors can view, and they can:
Review their current cases.
Log a new case.
Self Service Guide 6–3
