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gtc:new_customers_at_existing_install

Changing Account Holder

Some customers sign up before the equipment is removed from a previous customer's old residence.

Create New Lead in Powercode -Create a new lead for the new customer

Check Previous Owner's Account -Check to verify that the previous owner of the address has scheduled to cancel their services. If they have not, create a separate ticket for that account noting that services have been requested to take over.

Verify the Date They Want to Begin Services -Note in their ticket when they would like their services to begin. Answer any service/package questions as you would with any new customer.

gtc/new_customers_at_existing_install.txt · Last modified: 2024/10/02 02:50 by 127.0.0.1

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