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Create a Customer Record in Contact Center CRM

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Objective

Create a Customer Record in Contact Center CRM.

Applies To

  • Contact Center
  • Agent Workspace

Procedure

  1. Log in to Agent Workspace.
  2. Click on the Customers Tab.
    Agent Workspace Customers Tab.png
  3. Click + New Customer.
    Agent Workspace Add New Customer.png
  4. Complete the Create New Customer Form.
    Agent Workspace Create New Customer.png
  5. Click Save.
    Agent Workspace Customer Details Have Been Saved.png
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