CRM - Assigned (Details)

Customer Communication Summary

The "Communication Summary" table offers an overview of your interactions with the customer, offering a communication summary first, that includes the 3 key points from the customer’s recent interaction.

Additionally, you can view the detailed customer communication by clicking on the Blue Buttons. The communication is available in 2 distinct formats.

  1. Tabular View of Communication
  2. Timeline View of Communication

The Agent Notes section displays the most recent notes added by you.