Process: Identify customer

Flow

Identify customer
Legend

Objective

To allow a Customer Service Representative record which customer is placing an order or requesting a quote.

Description

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.

Features

Customization

Customer search criteria may be added or removed.

Subprocesses

Tasks

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