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Step 1:Click on SAP Logon from desktop & click on CRP. Step:Login with authorized username & password

Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000

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Page 1: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000

Step 1:‐ Click on SAP Logon from desktop & click on CRP. 

 

Step:‐Login with authorized username & password 

 

 

 

Page 2: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000

 

Following roles must be available for CRM access:

1. CRM_COMPLAINT_HANDLER 2. CRM_CUSTOMER_CREATION 3. DOP_COMMON_ROLE 4. SAP_CRM_UIU_IC_AGENT  

Step 3:‐You’ll be logged in to CRM. 

 

Step 4:‐Click Start the webclient UI 

Page 3: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000

 

 

 

Step 5:‐It will redirect to CRM webpage, login with same credentials again 

 

Step 6:‐Login page will appear as below. 

Page 4: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000

 

 

 

Step 7:‐Click on account management & select individual or corporate account 

 

Page 5: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000

Step 7:‐Corporate customer creation‐>enter full name,account group, address line 1, address line2, city, pinclode, country,region,language,post office. 

 

 

Step 8:‐ Click on save it will prompt to select sales area & tax.  

 

Page 6: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000

Step 9:‐ Select sales area & tax. Click save button customer account is created.