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.

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

• Changing 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.

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