Question 71 · 257 in bank
Which of the following is correct regarding the create contact (consumer) feature in CSM Workspaces?
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Answer: C
Explanation
C is correct About this task Note: This task applies to CSM Configurable Workspace. Agents can use the Lookup and verify feature to search for contacts and consumers. After verifying a user's information, agents can populate that information on the interaction record. If an agent can't find a contact or consumer, they can create a record for that user from within the Lookup and verify feature.
Source: Adapted from community discussion — Scarfed