CRM Phase 2 - Flipbook - Page 145
CSI Survey
Keying in the results
31. Introduction
Once CSI survey has been inputted a line of contact history will need to be recorded and will be posted to the
customer record in conjunction with the documented answers the customer has given.
If any follow-up contact is required this can be recorded.
Note: Be aware that the follow-up code that will be used within contact history cannot be changed.
CSI Survey Keying in the results
02.011.01.L1 9304E
Page 145 of 205