Accessing the Customer Management or Customer Service Representative (CSR) Tool

If you want to access the Customer Management or CSR tool, perform the following steps:

Procedure

  1. Hover the mouse over the company name. A drop-down menu is displayed.
  2. Select the Customer Management option.
    The CSR tool opens. Log in and access the CSR tool. Details related to the CSR tool is available in the CSR help file integrated with the tool.