Customers Who Do Not Want To Be Contacted: Difference between revisions

Revision as of 12:25, 28 March 2019

Dealing with customers who do not wish to be proactively contacted for details.

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-'''Dealing with customers who do not wish to be proactively contacted'''
+'''Dealing with customers who do not wish to be proactively contacted''' for details. <br/>
-Sometimes, a customer may firmly express a desire not to be contacted directly by Flashbay - for example they may often prefer to approach us directly when their needs arise, as opposed to have a SAM consistently follow-up on them.
-When a customer indicated that they do not wish to be contacted further, the SAM should present evidence of this to their Group Leader. This evidence can be in the form of an email, a memo email to a call, or a recorded call.
-Once this information has been verified by the Group Leader, they should then check the "Does not want to be contacted" box in the "Preferences" tab of the customer record in NetSuite. SAMs do not have access to check this box themselves, in order to prevent the mis-use of this function.
-Checking this box will then prevent the customer from being re-assigned and/or flagged up as a "180-days no contact customer", when the time comes around.