Utilizing Telgoo5, you have the capability to adjust the customer's status to Active, Inactive, or Suspended. Furthermore, the system enables you to synchronize these modifications across all platforms, including Carrier, Telgoo5, and NLAD.
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Search the customer .
- Once the customer is located, navigate to the top of the screen and click on the status indicator.
- Select the new status you wish to change to.
- In the drop-down menu for status, select the reason for the change.
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Modify the connection type to either electronically or non-electronically.
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Electronically: Changes made will be reflected in both Carrier and Telgoo5 systems.
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Non-electronically: Changes will be reflected solely in the Telgoo5 system.
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