Van Martin Roofing
Customer Experience Initiative
Due Customer Action Type Stage Attempts Last CSR
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All active customers
Customer Type Stage Status Attempts Weighted rating Last CSR Due date
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CSR activity
CSR Calls today Calls this week Avg rating Customers reached
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Customer Stage Type Outcome Attempt Rating CSR Date & time Notes
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– empty = all-time
Rating by stage — all logged calls
CSR average rating by stage
CSR CXI 1 CXI 2 CXI 3 CXI 4 CXI 5 Overall
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Customer Stage Type Outcome Attempt Rating CSR Date & time Notes
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