Thursday 25 August 2016

APP-AST-207069: This User ID Has Not Been Set Up As a Sales Force


Step1  Create employee
Step2  Import as Resource in CRM
Step3  assign Roles


HR Responsibility:
 •Setup employee
 •People>Enter & Maintain
 •Enter name, birthday, gender, SSN and Save
 •Note the employee number

CRM Resource Manager Responsibility

  •Resource Manager
  •Maintain Resourcee
  •Import Resourcee
  
   Enter the Employee Number created in HR and Search
   Click on  Start Import
   Note the Resoucre number
  •Resource
   Enter Resoucre number
   Enter the Login User name in the User name Box
   add below roles
   Collections Administrator
   Collections Agent
   Collections Manager  
 
   And save.

  Now you can access collections/Work Queue

 



  
 
 

1 comment:

  1. Hi Sir,

    I have one doubt, the user name can't be entered in the resource tab. What Should we do now??

    ReplyDelete