CRM Phase 2 - Flipbook - Page 59
STEP
PROCESS
STEP 1
Select an unsatisfied contact.
STEP 2
Click on the Close contact
icon.
STEP 3
Enter a reason for closing the contact:
STEP 4
Click on Close. The contact will now be closed, refer to Help, Legend within the
toolbar for more information.
To help distinguish between the different types of follow-ups, click on the option for
Help from the toolbar and select legend, presented is the following screen:
STEP 5
If the reason for closing a contact is related to deleting a customer record, repeat the
process for all unsatisfied contacts until none remain, refer to process 02.007.02 L1
Deleting Customer Records.
Closing a Contact
02.003.13 L1 9304E
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