Creating an M3 customer using an M3 CLM account

  1. Open or create an M3 CLM account record.
  2. Click Create M3 Customer.
  3. On Select Template window, 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 in M3 CLM.