CRM Phase 1 - Flipbook - Page 30
STEP 8
To view a summary of a completed Customer record, select the Summary tab.
Communication – The 8hot keys9 available allows the customer to be contacted either
by telephone
screen.
, SMS
, fax
or email
directly from the Summary
Note – the correct technical specifications need to be set in place by your organisation
to allow the user to access this functionality. Contact your company9s systems
administrator for more information.
Contact – summary views - displays condensed contact history for that particular
customer including Normal, CSI, Complaints, Customer contact management calls
and Follow-up contacts.
Note – to distinguish between the different types of contacts shown a legend is
provided. Select Help from the file menu followed by Legend.
Vehicles – displays all current vehicles that are linked to customer record.
Customer activity – displays showroom enquiries and aftersales WIPS (Work in
Progress) that are linked to displayed customer record.
Case file – displays customer record information such as missing data, outstanding
contacts, customer notes, CSI scores and more.
Creating Customer Records
02.002.01.L1 9304E
Page 30 of 115
