Viewing CRM-Related Information

This section discusses how to view CRM-related information.

Page Used to View CRM-Related Information

Page Name	Definition Name	Usage
Additional Information for CRM Page	GM_OPPTY_HDR_CRM	View CRM-related information for the proposal.

Additional Information for CRM Page

Use the Additional Information for CRM page (GM_OPPTY_HDR_CRM) to view CRM-related information for the proposal.

Navigation:

Proposal Management, and then Proposal and Version, and then Maintain Proposal

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 PeopleTools, and then Utilities, and then Administration, and then URLs.)