You must provide valid information in the required fields (indicated with an asterisk ‘*’ after the field name) before successfully creating a Customer Record (CAD) (also known as a CR). Optional fields may also be entered with the required fields for the CAD, but the optional fields entered must also pass validation to enable a successfully created CR.
Disclaimer: Any images in this article are intended to be used as a guide for educational purposes only and they may differ slightly from the Production Environment.
For more information about the CAD page's fields, their descriptions and their valid values, please click here.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.