CRM Phase 2 - Flipbook - Page 146
CSI Survey
Keying the Results
Select the
required customer
Refer to process 02.001.01 L1
Searching for CRM Records
Click on My
Shortcuts
Click on Customer
Survey icon
YES
Select the vehicle
the survey relates
to and click on OK
Is the survey linked to a
vehicle
NO
Click on Cancel
Enter the
appropriate
answers
Click Save
Enter Contact
information
Refer to process 02.003.01 L1
Creating a contact
To view the results
Click on
Satisfaction icon,
select appropriate
survey
Click on Next
The survey is
displayed
CSI Survey Keying in the results
02.011.01.L1 9304E
Page 146 of 205
