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