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