PENTA Learning Center is an evolving tool. Additional content is added as soon as it is available.
Customer Categories
- Evan P. Petroff [X] (Unlicensed)
- Claire Aleman
- Erin Sarosi (Deactivated)
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. You can identify which OUs have authorization for each category, mark the effective active date for each category, and give any special guidelines for a category.
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:
Have feedback? Copy URL for this page and click here: https://www.surveymonkey.com/r/SBZKYY7
Confidential Proprietary Information - For Penta Customer Use Only
Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.