Registered Visitors
2.Complete the Description, Details, and Customer Ref fields, and select a product from the Product list.
Request Information input form
3.Select the Save button.
The request for information is submitted to CRM, which results in a new Opportunity being created.
The opportunity can then be assigned to a CRM user and the request for information dealt with.
Finding Solutions
Registered users can search the CRM Knowledge Base to find solutions.
To find a solution:
1.Click on the Search for Solution hyperlink in the Support area of the Self Service site.
Solution search fields
2.Type in the details of the problem you want to find a solution for. A list of solutions matching your search criteria is displayed.
Self Service Guide