Create Service History
For Each Customer
Service history needs to start with each customer. Once you have a customer, you can start to divide it into the applicable categories. Any sales team member who needs to call information about a specific customer can do so by referring to a specific service history. They can view the date the customer started using your company’s services or products. Their last service record, any specific details that need attention, and the last salesperson to handle the case.
Can be Grouped into a Service History Group
You can be Grouped into a Service History Group to let whole system easier to operate and easy to send information or message to client