Processes

System: Customer Group

The Customer Group process enables you to track which customers you have, and enable you to see at which state these customers are. Each of your customers can start off as a prospective customer, and then you manage to convert them into your customer. At some stage, your customer may decide that they no longer want to do business with you, and therefore they become an ex-customer.

Optional actions for each status:

Status

Optional actions

Suspect

Add Contact
Add Customer Configuration Item

Customer

Add Contact
Add Customer Configuration Item

Ex-Customer

None