NM1: Visitation Assistant - Prepare
This article outlines the Prepare application within the Visitation Assistant. 1. You can start Prepare two ways: a. Navigate directly to Prepare from the dashboard and enter a customer number b. Start in Identify , select a customer and then View Preparation . This will transfer the customer number to P…
NM1: Visitation Assistant - Voice Notes
This article explains how to use the Voice Notes application in Visitation Assistant. 1. Start by navigating to Voice Notes from the dashboard. 2. Enter a customer number and then select Populate Customer Fields . This will validate a customer is selected. 3. Select the appropriate Contact Person…
RSD-SM Training Manual: ABS Customer Visitation CSRs
Purpose: The purpose of customer visitations is to build stronger relationships and uncover opportunities to create additional value for our customers. These visits, conducted proactively and in a structured manner, ensure we stay connected to customer needs, address challenges, and reinforce our commitment to exce…
NM1: Visitation Assistant - Identify
This article outlines the Identify application within the Visitation Assistant. 1. Start by logging into NM1 and selecting Identify from the dashboard. 2. A pre-ranked list of your customers will be displayed (10 at a time). Your customers are weighed against the rules developed to identify customers wh…
