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Posted: 1 week 6 days ago
Last activity: 1 week 2 days ago
Last activity: 19 Jan 2025 16:01 EST
@umamaheswar.bk To update the "Unknown Customer" in the Interaction Portal, follow these steps: Launch the Interaction Portal and start an interaction. In the customer section, search for the desired customer by name, email, or phone number. If the customer exists, select their profile to replace the "Unknown Customer." If the customer is new, click on "Add Customer" and enter their details, such as name, contact information, and any additional required fields. Once entered, save the customer details to associate them with the current interaction. This updates the "Unknown Customer" placeholder with the actual customer information, ensuring accurate tracking and record-keeping for the interaction. Always ensure that the details entered are verified for accuracy before saving.
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