Process: Manage customers

Flow

Manage customers
Legend

Objective

To allow a Customer Service Representative to keep customer information current.

Description

Customer service representatives can enter new customers into the system or update existing customer records.

Features

Customization

You can add, change or suppress how elements display by configuring the properties.

Subprocesses

Tasks

Task Description Role Demo (store) Demo (tools)
Find customer    
View contact history Customer Service Representative    
Record customer comments Customer Service Representative