Creating a new CRM Sales Source

In CRM Sales Source view, you can create a record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new Sales Source, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the CRM Sales Source resource assigned to your role must include the 'Create' operation.

The process of creating a new record is unique and includes a number of steps. It is not necessary to complete every step; however this topic includes an explanation of the entire process.

Creating a new CRM Sales Source record:

  1. From either the Search Criteria/Grid page or the Details page, click on Create.

  2. The CRM Sales Source/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup Lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter the new CRM Sales Source. You can enter up to 20 characters. Each CRM Sales Source must be assigned a unique code.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Sales Source combination and click Continue, the details page for that combination opens in edit mode.

  4. The CRM Sales Source-Detail page opens for the new record.

    • Sales Source Description - enter the full description of the CRM Sales Source. You can enter up to 30 characters in this field. This is a mandatory field.

  5. When all of the information is entered, click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the CRM Sales Source-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new CRM Sales Source.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

  6. Repeat these steps until all of the CRM Source codes are set up.

 
Back