CRM Phase 2 - Flipbook - Page 148
STEP
PROCESS
STEP 1
Select the required customer record. Refer to process 02.001.02.L1 Searching for
CRM Records.
STEP 2
Dependant upon systems parameters in User Access Control, When loading a CRM
record the case file will report if the customer has a low CSI score, click on Continue.
STEP 3
Click on
STEP 4
Click on
CSI Survey Keying in the results
02.011.01.L1 9304E
Page 148 of 205
