CRM Phase 2 - Flipbook - Page 150
STEP
STEP 7
PROCESS
Click the appropriate answer
Click on Next
STEP 8
STEP 9
Once all the answers have been entered Click on
The contact screen needs to be completed to record the CSI in the Contact History.
Refer to process 02.003.01 L1 Creating a New contact.
If a follow-up contact is required, refer to process 02.003.02.L1 Satisfying a Contact.
STEP 10
To view the results, click on
STEP 11
from the toolbar
Select the appropriate survey click on next, the results will be displayed.
CSI Survey Keying in the results
02.011.01.L1 9304E
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