A SERVICE OF

logo

Open as PDF
next previous
Registered Visitors
2. Complete the Description, Details, and Customer Ref fields, and select a
product from the Product list.
Request Information input form
3. Select the Save button.
The request for information is submitted to CRM, which results in a new
Opportunity being created.
The opportunity can then be assigned to a CRM user and the request for
information dealt with.
Finding Solutions
Registered users can search the CRM Knowledge Base to find solutions.
To find a solution:
1. Click on the Search for Solution hyperlink in the Support area of the Self
Service site.
Solution search fields
2. Type in the details of the problem you want to find a solution for.
A list of solutions matching your search criteria is displayed.
Self Service Guide 6–7