Creating Third Party Representatives
Use this procedure to create a new third party representative.
Note: Before adding the third party representative, they must be added as a Person
without an account in the system. For more information about this process, see
How To Add A New Customer From Control Central.
- Select
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Enter the appropriate information for the representative:
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Specify the Third Party Representative name and description.
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Search for and select the Person record for the third party representative.
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Select the External System that will be used to communicate to the third party representative.
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- Click Save.