Explanations about why a customer cancelled their contract.
REMINDER: All BOLD fields are required in order to save.
- Click on the Administration tab
- Click Customer Cancellation Reasons under Content Management
- Click Add Cancellation Reason located directly beneath the main tabs at the top
- Enter a Name
- Enter a Dealer Code (if applicable). These codes are used by Central Stations to categorize why a customer has cancelled. Reports can easily be created to correlate with Central Station codes.
- Verify the Active checkbox is checked
- Click Save
- Repeat for each Customer Cancellation Reason
Examples include 'Moving', or 'Went with another company', but any value could be entered.