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CUNYfirst Production CRM User Access Request Form
Please Note: This is a required form to gain access to the People Soft system, and must be requested by the employees' manager. No employee may
request
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How to fill out crm access request form
How to fill out crm access request form
01
To fill out a CRM access request form, follow these steps:
02
Obtain the CRM access request form from the appropriate department or team.
03
Fill in your personal information, including your name, job title, and contact details.
04
Provide the reason for requesting CRM access and specify the level of access required.
05
Include any additional information or comments that may be relevant to the request.
06
Review the form to ensure all information is accurate and complete.
07
Submit the filled-out form to the designated department or person in charge of CRM access requests.
08
Wait for the request to be processed and for CRM access to be granted or denied.
09
Follow any additional instructions given by the department or person in charge regarding the CRM access request.
Who needs crm access request form?
01
The CRM access request form is typically needed by employees or individuals who require access to the CRM system for their work or job duties.
02
This can include sales representatives, customer service agents, managers, or any other personnel who need to interact with customer information and data stored in the CRM system.
03
The form ensures that access to the CRM system is properly authorized and granted to the appropriate individuals.
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