Upgrade/Swap/ Repossess Completed/Opt-out Customers in ERP
The objective
Understand who is a completed/opt-out customer
Upgrade eligibility criteria for completed/opt-out customers
Steps to upgrade a completed customer:
Repossessing & Swapping completed customer with an upgrade
Monitoring completed customer who gets an upgrade
Who is a completed/opt-out customer?
Currently, Bboxx has two types of completed customers
Opt-out customers: These are customers who were on 10 years of ESF and have completed paying for 3 or 3+1 years of ESF as well as their upgrades and decided to opt-out of ESF
Completed legacy customers: These are old non-ESF Bboxx customers who were on 3 years pay plan and have completed paying for their packages
Read more:
Upgrading a completed/opt-out customer: Upgrading completed/opt-out customers in ERP
Swapping a completed/opt-out customer with an upgrade: How to swap completed customers with an active upgrade?
Repossessing a completed/opt-out customer with an upgrade:How to repossess completed customers with an active upgrade?
Monitoring completed/Opt-out customers who upgrade: Monitoring completed customer who gets an upgrade