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Overview

Who: GBU Data Stewards

What: Create, modify and delete a Corporate group in CRM

Link to the New Corporate Group & Customer assignments process : https://drive.google.com/file/d/0B8qpNOj1F9diSW5ncEFXbWRXQVU/view

I. Corporate Group Creation - via CRM
In account tab, click on button New to Create a an Account
Select Record Type : Corporate Group and click on button Continue
Enter Account name ( 60 characters maximum) Corporate Group must meat the 5 criteria Input the creation reason click on SAVE
Corporate Group request is created and locked until approval from M&S M&S approver will always inform the requester of decision via Chatter feed
II. Corporate Group Update - via Freshdesk

Create a ticket in Freshdesk to OtC, CRM Application describing the updates required .
III. Corporate Group Deletion - via Freshdesk
Create a ticket in Freshdesk to OtC, CRM Application describing the updates required .
IV. Corporate Group mass update request - via Freshdesk .
Create a ticket in Freshdesk to OtC, CRM Application describing the updates required and with attached file containing Corporate Group name with codes PRS / GBR and actions to perform (Deletion, renaming, creation)