Create a consumer staff relationship
Create a relationship between a staff member at a business location and a consumer.
Antes de Iniciar
Role required: admin, sn_crm_consumer_relationship_data_manager, sn_customerservice_manager, sn_customerservice.svc_location_manager, sn_customerservice.svc_location_manager_contributor, and sn_bus_loc.location_relationship_manager
Por Que e Quando Desempenhar Esta Tarefa
Users who have been added as staff members to a business location can be assigned a
consumer relationship.
- Administrators and customer service managers can assign a staff member from any location.
- Location managers can assign staff members from the locations that they have access to.
Relationships are based on responsibilities. A responsibility definition describes a role or a function that supports a customer or consumer. To create a consumer relationship, use the Relationship Manager responsibility.