Process: Add customer
Flow
Objective
To allow a CSR to enter a new customer into the system.
Description
Customer service representatives can create new customer records. If operating in a B2B designated store, the CSR can select an existing customer organization within which to create the new customer record.
Features
- Customers can find products of interest in different ways.
- Customers can order the desired products easily.
- Customers can have their personal information recorded by the system in order to enjoy all kinds of promotions specifically targeted toward them.
Customization
Display elements can be suppressed, modified or added. See underlying server processes for the many changes which can be made through configuration rather than customization.
Edition
Professional, Enterprise
Tasks
| Task | Description | Role |
|---|---|---|
| Create customer |
A CSR records information about an individual customer. |
Customer Service Representative |
| Find organization |
A CSR chooses which key information that will be used to find a customer organization. |
Customer Service Representative |
Business artifacts
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