Manual Customer # Creation

Manual Customer # creation Opportunity Detail Page only since the address that will be populated is the Address they've selected for the Opportunity.

1. Select the "Record Management" button at the top of page, then "Create New Customer # and Apply"

PSS: Mary Ann Liebert Testing - PFB 2022 | Salesforce - Google Chrome

# of Beds, # of Sites, FTE Information, etc.

PSS: Mary Ann Liebert Testing - PFB 2022 | Salesforce - Google Chrome

3. The next page will have 2 tables. You can use these to apply the customer # to opportunities within that account

Sales Administration | Salesforce - Google Chrome

4. Once this has been completed, ensure the Customer # is also created in ACS

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