This chapter explains some basic concepts regarding profiles and provides step-by-step instructions for creating them. It also describes the interrelationship among profiles, business functions, and back-office systems.
Administrators, such as call center administrators, sales administrators, and sales managers, will benefit from reading this chapter. It shows where customer service representatives (end users) enter information for these profiles and which information might be critical for smooth integration with back-office systems.
After becoming familiar with the end-user procedures, you can customize the software to fit your company's needs.