Capture customer details
Keep this step connected to the records that follow it.
Account operations
Customer Management
Keep customer identity, access history, and purchase context close to the billing workflow.
The problem
Disconnected operations make simple decisions harder.
Spot Link keeps the records and actions around this workflow close together, so operators can see what has happened and what needs attention.
Workflow
Move from setup to useful oversight.
Attach a package sale
Keep this step connected to the records that follow it.
Provide access
Keep this step connected to the records that follow it.
Review the account history
Keep this step connected to the records that follow it.