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Overview:

The Customer Categories window allows you identify specific categories that you can assign to a customer or location to alert call takers of important information in order to follow different procedures or protocols when dealing with these different classifications of customers. Examples of categories are New System Installed, At Risk, and National Account. 

Benefits:

  • Useful for relaying important information about a customer or location to a call taker. 

Roles:

  • Service Management Setup Manager

Location:

  • Service Management >Customer Information> Other Customer Attributes > Customer Categories  

Video:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.