Applied Client Network
Learning Center

Applied TAM - Handling Lost Clients

Recorded On: 04/20/2017

Course Webinar $99.00 for Applied Client Network members only.

What do you do when you have lost a client? There are so many options for dealing with this situation and the answer often depends on several different variables, including - do you want the business back - how long you are required by law to keep the client file - are there pending claims. We will discuss several different scenarios and identify solutions for coding lost clients. Also we will review the latest optional for purging clients from the system.

Learning Objectives:
• Build a complete and coherent procedure for what happens in Applied TAM when a client is lost.
• Solidify a single solution in Applied TAM for identifying clients as no longer active.
• Develop a data destruction policy specific to purging clients from Applied TAM.

Skill Level: Intermediate
Platform: Applied TAM
Target Audience: Operations, Customer Service Representative
Presenter: Joi Ruther, Alexant Systems Corporation


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Applied TAM - Handling Lost Clients
Build a complete and coherent procedure for what happens in Applied TAM when a client is lost. You must register to access.
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