Offline Notepad View raw

Shared snapshot

steps to follow

Add Authorized User

  1. Pull up the account and click the magnifying glass
  2. Under Sold To; scroll down at the Related Contacts
  3. Click the ellipsis button
  4. Choose New Account Contact
  5. Add the name under Contact
  6. Click Add New Contact and Fill in the required fields
  7. Hit Save & Close
  8. Create a case under Sold To
  9. Case Type: Account Administration
  10. Case Sub Type: Contact Information
  11. Who called in by:
  12. Add description
  13. Save
  14. Add Notes & Activities
  15. Resolve Case
  16. Close

Add c/o on the Account ( care of )

  1. Pull up the account and click the plus sign
  2. Create a case under Sold To
  3. Case Type: Account Administration
  4. Case Sub Type: Site Information Change
  5. Who called in by:
  6. Add description
  7. Save
  8. Load SAP
  9. Click on Sold To #
  10. Click Menu
  11. Choose Customer
  12. Hit Display
  13. Add c/o plus the name beside the account name
  14. Save
  15. Add Notes & Activities
  16. Resolve Case
  17. Close

Military Discount

  1. Pull up the account and click the plus sign
  2. Create a case under Sold To
  3. Case Type: Pricing
  4. Case Sub Type: Discount
  5. Who called in by:
  6. Add description
  7. Save
  8. Go to Cview Pricing Tile to check if customer has an existing discount (proceed if none
  9. Go back to CRM Pricing Tab
  10. Fill in field for Discount Type: Military
  11. Fill in field for year of Service: Year when they joined the service
  12. Follow call script
  13. Click Applications Tab in CRM
  14. Select Business Services
  15. Logon the Service Now using your AmeriGas Production ID
  16. Fill in the applicable fields
  17. Submit
  18. Copy RITM No
  19. Under Summary Tab in CRM go to Flags > paste RITM No to the Service Now Ticket
  20. Add Notes & Activities
  21. Add to Business Services Queue
  22. Save & Close