Configuring a customer quality level
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.