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howto:blacklist [2025/06/20 18:28]
20.171.207.160 old revision restored (2025/06/20 18:19)
howto:blacklist [2025/06/22 18:55] (current)
20.171.207.43 old revision restored (2020/04/20 20:48)
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-t+====== 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|}}
howto/blacklist.1750444120.txt.gz · Last modified: 2025/06/20 18:28 by 20.171.207.160