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Lookup Type: INTERACTION_TYPE

Product: CS - Service
Meaning: INTERACTION_TYPE
Description: Type of customer interaction
Product: CS - Service
Meaning: INTERACTION_TYPE
Description: Interaction type
Quick Codes
Code Meaning Description
ACCOUNT Account Inquiry Customer inquired or updated account information
CALLBACK Callback Return call
COLLATERAL_SENT Collateral Sent Collateral sent on customer request or part of direct mailing
CP Customer Product Customer inquired or updated a customer product
CUST Customer Customer inquired or updated customer information
CUST_NEW New Customer Customer created
DR Depot Repair Customer inquired or updated a depot repair
EVENT Event Inquiry Contact called to inquire about a seminar, trade show or conference
EVENT_ENROLLMENT Event Enrollment Contact enrolled in seminar, trade show or conference
NEW_CALL New Call New call
NEW_LEAD Purchase Interest Customer or prospect expressed interest for purchase
PROMO_RESPONSE Response to Promotion Customer or prospect responded to a promotion
QUOTE Price Quote Inquiry Customer or prospect called to request quotation
QUOTE_SENT Price Quote Sent Quotation sent to customer or prospect
RMA RMA*+ Customer inquired or updated an RMA
RMA_NEW New RMA RMA created
SO Sales Order Customer inquired or updated a sales order
SO_NEW New Sales Order Sales order created
SRV_ORD Order Service Service ordered
SRV_REN Renew Service Service renewed
SRV_TER Terminate Service Service terminated
SR_NEW New Service Request Service request created