About this document

CRM Loyalty Program Training Guide by Amardeep Shetty is a document available to read on EtoBox.

The document provides instructions for searching customer records, viewing customer details, creating cases, assigning cases, and creating tasks in Microsoft CRM. It outlines the steps to click on the "3 lines" menu, select "Service", then "Global Search" to look up customers by name, email, phone or loyalty number. It also describes how to view a customer

Author

Amardeep Shetty

Language

EN