Customer service representative groups

Member groups of type customer service representative group are intended for defining teams of customer service representatives, which in turn can have customer territory groups or customer accounts assigned to them. Customer service representative groups can comprise Customer Service Representatives, Customer Service Supervisors, and Sellers only, who can be included and excluded explicitly. Customer service representative groups can be administered by Seller Administrators and Site Administrators only.

Customer service representative groups are only used to control how ticklers are assigned in the IBM Sales Center for WebSphere Commerce. Typically these groups will be used to assign customers from a specific geography to a specific customer service representative team. To do so, you would create a member group (a customer territory group) based on customer information, and assign the customer territory group to the customer service representative group.

• Create member groups
  Use the Organization Administration Console to create member groups.

• Change a member group
  Use the Organization Administration Console to change the details of a member group, such as the name, description, and criteria upon which the group was created.

• Deleting a member group
  Use the Organization Administration Console to delete a member group from the site.

• Listing member groups
  Use the Organization Administration Console to view the list of member groups for the site.

• Assign customers to a customer service representative group
  Use the Organization Administration Console to assign customers to a customer service representative group.

 

Related Concepts

Member groups

 

Related tasks

Create member groups
Change a member group
Deleting a member group
Listing member groups
Assign customers to a customer service representative group