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Sales

Customers - Approve CRM Customer

CRM customer details can only be viewed in the New - CRM status. The customer has to be Released for approval in CRM once the customer details and information have been checked and validated.

Once this has been done, the new customer can be Approved and will then be Active in BPO2 and will move to the Released status.

Ribbon Access: Sales >  Customers

  1. The Customer Listing screen will be displayed.
  2. Select the Site where the Customer can be located.
    • The example has Durban selected.
  3. Change the Status to Released.

  1. The Customer Listing screen will be updated using the Status filter selected to display all the Customers waiting for Approval.
  2. Select the row of the Customer you wish to Approve.
  3. Click on Approve Account.

    Short cut key: Right click to display the All groups menu list. Click on Approve.

  1. When you receive the Customer Authorisation message informing you that;
    • Authorisation for Customer, [customer name], has been successful.
  2. Click on OK.

The Customer will be removed from the Customer Listing screen where the status is set to Released.

View Approved Customer in Active Status

  1. Change the Status to Active using the Status drop-down list.
  2. You can now view the approved customer on the Customer Listing screen.

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