The customer are listed in your CRM by priority based on the serial no delivery timeline as per the following:
CRM - Assigned
Priority Wise Listing of Customers
- Priority 1: Customers with 24 hour rush filing
- Priority 2: Customers with elite package & serial no delivery in 3 days
- Priority 3: Customers with diamond package & serial no delivery in 5 days
- Priority 4: Customers with platinum package & serial no delivery in 10 days
- Priority 5: Customers with gold package & serial no delivery in 30 days
To assist the customers with their ID.me Verification process, you can dial the customer using the Call Icon and guide them with the ID.me Verification Process.
CRM Assigned