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Overview


Excerpt

In this section, you will find information about:

  • How to create a VoC Action.
  • Which fields are mandatory
  • How to create Open Activities

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Step-By-Step


Creation Process

As Account Manager I want to find my Interviewed Account so that I can Selected the VOC Record and create VOC Actions


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A- Using Global Search, Select the Interviewed Account

B- At Account details, mouse over VOC

C- At the list shown, select the VoC you wish

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A- At the VOC Details, mouse over Open Activities

B- Click on "New VOC Action" button

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A- Fill in all mandatory and optional fields

B- Click "Save" button

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A- Each VOC detail page you will find Open Activities list for that VOC

B- Each VOC detail page you will find Activities History (completed tasks) list for that VOC

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Need help?


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