Sage Software Range 5.8 Instrukcja Użytkownika Pobierz pdf (Strona 27)

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

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Sage Software Range 5.8 Instrukcja Użytkownika Strona 27