Prerequisite

• Access to the Configuration > Quality level (CT007) menu.

Introduction

Customer evaluations are performed regularly through surveys sent by e-mail to customers' default contacts. 

Each answer generates a score, whose classification is based on a quality level. Thus, an evaluation history is created per customer, which allows for verifying their progress.

Before being created, an evaluation must be configured in a customer category. Access the Configuring an evaluation in a category article and learn more.

All customers linked to this category will receive the evaluation by e-mail, provided that they have a contact with the Use as default option checked and an e-mail address configured for sending. Access the Adding a default contact article and learn more.

Configuring a quality level

1. Access the Configuration > Quality level (CT007) menu.

2. Click on the button.

3. On the screen that will open, enter the ID # and name of the quality level.

4. Save the record. Now, all available options will be enabled.

Watch the video below to understand how to configure a quality level:

Conclusion

Creating a quality level is one of the prerequisites for configuring an evaluation. With this record added, it will be possible to define evaluations for customer categories.