CRM: Application Sign Up
- Olanike Dairo (Unlicensed)
The Application Sign-Up tab is used for viewing customer information relating to sign up such as the applicant's personal information, their assigned shop, and Information on the Sales Agent that signed up the customer (if applicable). As you can see from the image below the customers' information are shown in list format ordered by customer ID. If you know the customer ID of the customer that you are looking for you can input it in the search bar on the top right.
This action can only be performed by these following roles:
- CSCC Operator
- CSCC Supervisor
- CSCC Manager
Here is an overview of what can be seen once a customer is selected from the list.
Below is a screenshot of each section with a brief description of each field
The Application Product section shows all the packages that the customer acquired when they signed up with product and scheduled payment information.
The Product Components section contains a breakdown of all the components within each of the customer's packages and the quantity amount.