Creating a New Enrolled Customer Account

Procedure

  1. Click the Support tab in CRMS to open the CSR tool or use the CSR URL to login.
  2. Click Add New Customer in the upper right of the page.
  3. Select the Add a New Enrolled Member option.
    This opens the New Enrolled Information dialog.
  4. Enter information about the new enrolled customer.
    Note: Email Opt-in and Opt-out applies to promotional emails and not targeted offers.
  5. Click Create.
    You can add or edit many details of the enrolled customer’s account on the Customer Details page.