The purpose of the Customer Care Module is primarily to assist with the management of after-sales issues that may arise once a purchaser has occupied their new property. The procedures within this workbench enable users to record and handle customer issues and also help to ensure that any such issues are tracked thoroughly and carried through to a satisfactory conclusion.
If a purchaser has reserved a property and the details have been recorded in either the Sales Workbench or the Part Exchange Workbench, then the purchaser's details are automatically made available in this workbench as well.
See also Customer Care videos.
Customer Care Workbench
Customer Care Workbench helps you manage your after-sales process. It provides you with all the relevant information and allows you to log and manage customer care calls.
Key tasks for Customer Care Workbench include:
Searching for a plot or a person.
Logging a new call.
Adding an issue to a call.
Adding a task to a call.
Recording other events in the progress of the call.
Completing a task.
Maintaining contacts.
Entering costs and recharges.
Recording customer responses to questionnaires.
Noting special conditions for a plot.
Printing a letter.
Recording new owners of a plot.
The workbench may be accessed by Navigating to the Customer Care Module.
Select Customer Care Workbench.
