How do I add customers individually?

1. Select "Get Started" from the left-side menu.

2. Select "Customers," the sixth step in completing your company's profile, from the horizontal bar towards the top of the page.

3. Select "Add Customer" to associate a customer with a call.

4. Input the customer name into the "Customer Name" field.

5. If desired, complete the "Customer Description" field.

6. To further describe the customer, select a response from the "Customer Type" drop-down menu.

7. To add a phone number(s) for the customer, click "Add Phone Number."

8. If desired, you may prevent specific procedures from being scored for a particular customer.  To do so, use the "disable auto scoring for the following procedures" section.

9. Select "Save Change" to complete the customer input process. After uploading a customer, previous phone calls within the past 30 days and new calls will be associated with the specific customer based off of phone number.

 
How do I upload customers from a list?

How are the activity types I can subscribe to determined?