Creating a business customer contact

Business customers are organizations that interact with other organizations through multiple contacts. Therefore, you must create contacts.

1. Log on to Sterling™ Call Center. The Home page opens.
2. Search for the business customer. The Customer Details screen opens.
3. In the Related Tasks panel, click Create Contact. The Create Contact screen opens.
4. In the Contact Information panel, enter the following information:
   1. In the First name field, enter the first name of the contact.
   2. In the Last name field, enter the last name of the contact.
5. Enter other details such as department, title, phone numbers, email address, and so on. You can also enter the spending limit and select the applicable currency in the Ordering Permissions tab.
6. Click Confirm. The contact is created for the business customer and the Customer Details screen opens.