2.3 Create Account

3.3.1.1 Establish Person and or Accounts : Establish Person and or Accounts Detailed Process Model Description : 2.3 Create Account

2.3 Create Account

Reference: Establish Person and/or Account Process Model - Page 2 for the associated business process diagram.

Actor/Role: CSR

Description: When an account doesn't exist CSR creates Account using Account Page. Also, an Account can be created automatically and linked to the Person when Person is created or updated using Person Page.