User Tools

Site Tools


howto:blacklist

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
howto:blacklist [2025/09/15 13:40]
47.128.17.114 removed
— (current)
Line 1: Line 1:
-====== Blacklisting a Customer ====== 
  
-If we do not want to do business with a customer again then we will blacklist them. This list is shared across several partner sites. 
- 
-**__Do not assist any customer that is blacklisted.__** 
- 
-Customers may contact us asking why or how they were added to the blacklist. We are unable to provide any details. 
- 
-**Talk Track:** //I'm sorry, your card is showing as blacklisted in our system and I am unable to assist you. Goodbye.// 
- 
-To blacklist a customer: 
- 
-1.  Open the customer's record in the CRM. 
- 
-2.  Click **Blacklist Customer**. 
- 
-{{:howto:blacklist1.png|}} 
- 
-3.  Click **Add to Blacklist**. 
- 
-{{:howto:blacklist2.png|}} 
- 
-4.  You will now see //**Blacklisted**// next to the customer's name. You can remove them from the blacklist by clicking **unBlacklist**. 
- 
-{{:howto:blacklist3.png|}}