Creating an M3 customer using an M3 CLM account

  1. Open or create an M3 CLM account record.
  2. Click Create in M3 BE.
  3. On Select Template page, select an M3 Template.
    Note: The selected template is the basis for the Account number series. Other values not provided, such as Account group, are copied from the selected template.
  4. Click Create.
    M3 Customer.Open bookmark is displayed as a new tab.