To allow a Customer Service Representative record which customer is placing an order or requesting a quote.
Customer service representatives can identify the customer, first by attempting to find an existing customer record and then by creating a new customer record if necessary.
Customer search criteria may be added or removed.
Task | Description | Role | Demo (store) | Demo (tools) |
---|---|---|---|---|
Select search criteria | Customer Service Representative | |||
Enter search values | Customer Service Representative | |||
Examine search result | Customer Service Representative | |||
Select customer | Customer Service Representative |