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How To Create a Customer Record in Contact Centre CRM

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Objective

Create a Customer Record in Contact Center CRM 

Applies To

  • Contact Center
  • Agent Workspace

Procedure

  1. Login to Agent Workspace
  2. Click on the Customers Tab

Agent Workspace Customers Tab.png

  1. Click + New Customer

Agent Workspace Add New Customer.png

  1. Complete the Create New Customer Form

Agent Workspace Create New Customer.png

  1. Click Save

Agent Workspace Customer Details Have Been Saved.png

 

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