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