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SALES CRM, Sales, and POS task guide

Review Customer Health and Value

8.2.3 Review Customer Health and Value Open Customer Insights. Select the customer. Review health, timeline, customer lifetime value, value profile, and interaction envelope before major commercial decisions.

8.2.3 Review Customer Health and Value

Open Customer Insights. Select the customer. Review health, timeline, customer lifetime value, value profile, and interaction envelope before major commercial decisions.

Source: Eprecus user manuals, vol-05-crm-sales-pos.pdf