Viewing CRM-Related Information
This section discusses how to view CRM-related information.
Page Name |
Definition Name |
Usage |
---|---|---|
GM_OPPTY_HDR_CRM |
View CRM-related information for the proposal. |
Use the Additional Information for CRM page (GM_OPPTY_HDR_CRM) to view CRM-related information for the proposal.
Navigation:
Click the Additional Information link on the Maintain Proposal page.
If you created a proposal from PeopleSoft CRM, you can view customer contact information and CRM-related data on this page. To access the order in PeopleSoft CRM, click the link next to the Capture ID field.
Note: The interface to your PeopleSoft Customer Relationship Management database is dependent on a URL identifier that is delivered called CRM_INTERFACE. If you are having trouble accessing your PeopleSoft Customer Relationship Management database, check the entry in the URL field on the URL Maintenance page under the PeopleTools menu navigation structure (select )