Legacy platform

Creating customers

Sterling™ Call Center enables you to create a consumer, business and business contact customer.

Creating a consumer customer
You can create a consumer customer record to register the customer with an organization, identify, and add the customer easily when you create an order.
Creating a business customer
You can create a business customer record to register the customer with an organization, identify, and add the customer easily when you create an order.
Creating a business customer contact
Business customers are organizations that interact with other organizations through multiple contacts. Therefore, you must create contacts.

Parent topic: Managing customers