Managing customer relationships effectively is key to a smooth and efficient business operation. One helpful feature is the ability to mark customers as ‘Cancelled’ or ‘Completed’ in your ScoreCEO system. This simple action will remove your customers from the cases to be processed to keep this update to date but; it also helps you clearly see who has finished their services successfully and who has decided to stop them. In this article, we will show you how to mark a customer cancelled or completed
Step 1
Login to ScoreCEO
Step 2
Click on lead/consumer
Step 3
Search for your customer
Step 4
Client on New Lead
Step 5
Scroll until you find Cancelled or Completed (view image below)
Step 6
Click "update" to save all changes
