| Warning |
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This is the OLD way of creating a corporate customer when Salesforce is not enabled, to create a correctly formatted Corporate Customer using Salesforce, click HEREplease go to the Salesforce Guides |
- Log into Telesales and go to CRM > Customers then click 'Add New'
- Fill out the Client Details - if you are not using the clients email address, then ensure the email ends with @corpvirginwines.co.uk
- You do not need to tick 'Can Pay on Account' - Finance can set this up after they have approved a credit limit. Click 'Save' and the account will be created.
- When on the customer account, scroll down and click into 'Attributes'
- Scroll down to the 'Corporate Customer' attribute and tick it then click 'Save' - This attribute makes sure that all the orders go across to the warehouse with the correct order type and will ensure that reporting is accurate.
- If it has been pre-agreed that a client's orders have a different order type, then this also needs adding to the Attributes - simply type them in with the agreed codes (You will need agreement from Tim Pedder) and click 'save' then the warehouse will receive the orders correctly for that client.
- If you need to assign the client to a particular agent (so their orders are tracked for that corporate agent) then under 'Attributes' select the relevant option next to the 'Corporate Agent' attribute and save