In the step-by-step below, you will learn how to create a manual service in your 360º SAC, simply and quickly. It is possible to start the service both for Leads (Contacts) already registered in the system and by creating a new Lead automatically during the opening of the service.
This flexibility allows your team to speed up the process of registering and handling requests, optimizing time and ensuring more efficiency in relationships with your contacts.
This procedure can be performed in both modes: List and Kanban.
Access your 360º CUSTOMER SERVICE : Through “Find Services”. Or just type the name, and the function appears.
Creating the service:
In the list mode, the icon to create a new service is located in the left sidebar of the screen.
In the Kanban mode, the icon to create a new service is located in the top bar, in the right corner of the screen.
Conclusion
Creating manual services in 360º SAC is a simple and flexible process, whether in List mode or in Kanban mode. This feature allows your team to record requests quickly, both for existing contacts and for new Leads, optimizing the service flow and improving the customer experience.
Take advantage of the resources available on the platform to organize and monitor your services efficiently, ensuring more control and productivity in your sales and support service.
