Home Upgrading a customer
- Olanike Dairo (Unlicensed)
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).
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.
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.