Upgrading a customer

To upgrade the customer you go on Menu > Customer page > you click on Upgradable tab (which displays the list of customers who are eligible for upgrades).

NOTES:

• Only the customers that the agent signed up will be listed here.

• Agent can sort the list alphabetically (by either ascending or descending order).

Open

• You click on one customer (to be upgraded)

• And the customer detail page opens. Which gives the agent the ability to:

  • See the customer information.

  • See Pending Actions.

  • See the history of customers payments and his status changes.

  • See the products that the customer has.

  • Call the customer (if needed).

  • Upgrade the customer.

Open

When the agent clicks on “UPGRADE” button the upgrade form will open and the agent

• should verify if the customer details are correct by ticking the checkboxes (Customer name, Customer ID, ID Number and Phone Number)

• will add the product by clicking on the (plus) + sign that will increase the number of selected products on the left side.

  • The (minus) - sign will do the opposite.

  • The more products an agent selects/deselects, the more increase/decrease will happen to the Total Down Payment and Total Monthly Installment.

  • When a product has a pencil icon, it’s a generic product which means that it has different versions to be chosen from.

• Agent verifies and informs the customer the amount to be paid (Down Payment and Monthly Installment) based on the selected product(s).

• Once everything is fine the agent clicks on “UPGRADE” button to submit the upgrade application.