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How Do I Inactivate A Customer From The Call Center?
How Do I Inactivate A Customer From The Call Center?

Inactivating a customer file from inside the call center.

Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

Inactivating a customer from inside the call center is easy!


FROM THE WEB APP


โ€‹Step 1: Go to your 'Call Center > Reminder Calls'

Step 2: Click on a customer who needs a reminder call.

Step 3: Click 'Inactivate this client'.

Step 4: Done!


FROM THE MOBILE APP

This feature is only available by logging into the Web App at this time.
โ€‹

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