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CRM_IC_001 - Define Account Identification Profiles

CRM_IC_001 - Define Account Identification Profiles

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In this IMG activity, you can define a profile for identifying accounts in the Interaction Center (IC) WebClient 2005. You can:

  • Define parameters for account searches using one of the following scenarios:
  • Business-to-business (B2B)

  • Business-to-consumer (B2C)

  • Employee

  • Set default values that the system uses when agents create new accounts or contact persons

In the default profile DEFAULT, the scenario is set to B2B.

After defining your account identification profile, assign it to the relevant IC WebClient profile in Customizing for Customer Relationship Management -> Interaction Center WebClient 2005 -> Define IC WebClient Profiles.






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